Matthew
Mccleary
Park Avenue Securities LLC
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About this Advisor
Matthew Mccleary is a financial advisor based in Houston, Texas, working with Park Avenue Securities LLC. Matthew has previously held positions at Guardian Life Insurance Company, Park Avenue Securities, and Park Avenue Securities LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Colorado, New Mexico, Oklahoma, Oregon, Texas, and Washington. Currently, Matthew is part of Park Avenue Securities LLC, which operates out of Houston, Texas. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Matthew Mccleary Work History
Guardian Life Insurance Company
Park Avenue Securities LLC
Guardian Life Insurance Company
Park Avenue Securities
Disclosures
Please visit the SEC profile of Matthew Mccleary 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
Charlotte, NC
Greensboro, NC
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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