Donald
Beattie

Park Avenue Securities LLC

CRD#5348168
Investment Advisor
in Austin, TX
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About this Advisor

Donald Beattie is a certified financial planner operating in Austin, Texas, with a total of 11 years of financial industry experience. Beattie is on the advisory team at Park Avenue Securities LLC. Throughout their career, they have worked at Park Avenue Securities, Guardian Life Insurance Company Of America and Guardian Life Insurance. Beattie maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, Florida, Illinois, Wisconsin, Texas, California, Kentucky, Minnesota and North Dakota. Park Avenue Securities LLC is a registered investment firm that has its headquarters in Austin, Texas. The firm has offices in 86 locations and a total of 1,708 advisors. It has $3 billion in assets under management among its 18,575 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 77 charities and foundations. Of its 18,575 client accounts, 24% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Park Avenue Securities LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules usually depend on which services are provided. However, fees billed by Park Avenue Securities LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

Westech 360, Bldg 2 8911 North Capital Of Texas Hwy, Ste 2100
Austin, TX 78759

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

TX Average: 88
Total Number of Accounts

25,160

TX Average: 3,892
Average Account Size

$159,876

TX Average: $1,917,921

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Investment Advisory Services

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

Donald Beattie Work History

Donald has 11 years of experience.

2017 - Present (2 years)

Park Avenue Securities

2017 - Present (2 years)

Guardian Life Insurance

2008 - 2017 (9 years)

Guardian Life Insurance Company Of America

2007 - 2017 (10 years)

Park Avenue Securities

Disclosures

Donald Beattie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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