Larry
Mott

Park Avenue Securities LLC

CRD#2066225
Investment Advisor
in Houston, TX

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About this Advisor

Larry Mott is a financial advisor working out of Houston, Texas with 9 years of industry experience. Mott is an employee of Park Avenue Securities LLC. Their career trajectory has included roles at Sagepoint Financial, Guardian Life Ins, Park Avenue Securities, Guardian Life Insurance Company, Park Avenue Securities LLC and Guardian Life Insurance. Mott holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Arizona, California, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, Montana, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Washington and Wisconsin. Park Avenue Securities LLC is a financial advisory company operating out of New York, NY. The company has offices in 385 locations and a total of 1,825 advisors. It controls $10 billion in assets across its 57,359 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which service is provided. However, fee types billed by Park Avenue Securities LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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

Larry Mott Work History

Larry has been registered as a financial advisor for 9 years.*

2018 - Present (6 years)

Guardian Life Insurance Company

2018 - Present (6 years)

Park Avenue Securities

2016 - 2018 (2 years)

Guardian Life Insurance

2016 - 2018 (2 years)

Park Avenue Securities

2015 - 2016 (1 year)

Guardian Life Insurance Company

2015 - 2016 (1 year)

Park Avenue Securities LLC

2014 - 2015 (1 year)

Guardian Life Ins

2014 - 2015 (1 year)

Park Avenue Securities

2013 - 2014 (1 year)

Sagepoint Financial

*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 Larry Mott 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
Sonia Cantrell
Bethlehem, PA
Chelsea Gottschling
Claremont, CA
Andrew Guyton
Portsmouth, NH
Joseph Stiles
Cincinnati, OH
Benjamin Decker
Mount Pleasant, SC
Shane Davis
Allentown, PA
Derek Malis
Buffalo, 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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