Corwin
Davidson

Park Avenue Securities LLC

CRD#6196479
Investment Advisor
in Liberty Hill, TX

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About this Advisor

Corwin Davidson is a financial advisor who works out of Liberty Hill, Texas, with a total of 7 years of relevant experience. Davidson is on the advisory team at Park Avenue Securities LLC. Over the course of their career, they have held roles at Minnesota Life Ins Co, Planto Roe Financial Services, Securian Financial Services, Inc, Park Ave Secruities, Guardian Life Insurance, Park Avenue Securities and Guardian. Davidson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Park Avenue Securities LLC is an advisory company based in New York, NY. It has offices in 385 locations and a total of 1,825 financial advisors. It has $10 billion in assets under management across its 57,359 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 57,359 customer accounts, 19% belong to high-net-worth investors who have more than $1 million in assets available to invest. Park Avenue Securities LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is provided. However, fee types billed by Park Avenue Securities LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1008 Main Street
Liberty Hill, TX 78642

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

TX Average: $7,464,549,021
Total Number of Employees

1,825

TX Average: 88
Total Number of Accounts

57,359

TX Average: 3,892
Average Account Size

$172,819

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Corwin Davidson Work History

Corwin has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Guardian Life Insurance

2017 - Present (7 years)

Park Avenue Securities

2016 - 2017 (1 year)

Park Ave Secruities

2016 - 2017 (1 year)

Guardian

2013 - 2016 (3 years)

Minnesota Life Ins Co

2013 - 2016 (3 years)

Planto Roe Financial Services

2013 - 2016 (3 years)

Securian Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Corwin Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

John Kelley
Englewood, CO
Michael Radovich
Roslyn, NY
Bartosz Warzycha
Columbus, OH
Anthony Letizia
New York, NY
Chelsea Gottschling
Claremont, CA
Corwin Davidson
Liberty Hill, TX
Andrew Guyton
Portsmouth, NH
Ezekiel Zimmerman
Paramus, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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