Kamran
Ellini

Park Avenue Securities LLC

CRD#3137266
Investment Advisor
in Houston, TX

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About this Advisor

Kamran Ellini is a certified financial planner and chartered financial consultant who works in Houston, Texas with 12 years of relevant experience. Ellini is an employee of Park Avenue Securities LLC. Over the course of their career, they have held roles at The Guardian Life Insurance Company and Park Avenue Securities. Ellini has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can operate in California, Kentucky, New Mexico, North Carolina and Texas. Park Avenue Securities LLC is a financial advisory business based out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 advisors. It administers $10 billion in total assets between its 57,359 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 57,359 client accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Park Avenue Securities LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees usually are based on the financial services offered. Fees charged by Park Avenue Securities LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

12 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

3040 Post Oak Blvd Suite 1150
Houston, TX 77056

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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

Kamran Ellini Work History

Kamran has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

The Guardian Life Insurance Company

2011 - Present (13 years)

Park Avenue Securities

*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 Kamran Ellini 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

Andrew Matthieson
Alpharetta, GA
Robert Armstrong
Charlotte, NC
George Papanicolaou
Port Chester, NY
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Joseph Stiles
Cincinnati, OH
Corwin Davidson
Liberty Hill, TX
William Roerden
Warwick, NY

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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