Matthew
Nerz
Park Avenue Securities LLC
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About this Advisor
Matthew Nerz is a financial advisor who works in Houston, Texas with a total of 3 years of industry experience. Nerz is an advisor for Park Avenue Securities LLC. Nerz has gained experience at Mirabeau B. Lamar Senior High School, Kansas State University, Abilene Christian University, Guardian Life Insurance Company and Park Avenue Securities. Nerz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Iowa, Louisiana, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas and Washington. Park Avenue Securities LLC is a registered investment business that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 financial advisors. It handles $10 billion in assets between its 57,359 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 accounts, 19% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which service is provided. Fees billed by Park Avenue Securities LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Matthew Nerz Work History
Matthew has been registered as a financial advisor for 3 years.*
Guardian Life Insurance Company
Park Avenue Securities
Abilene Christian University
Kansas State University
Mirabeau B. Lamar Senior High School
*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 Matthew Nerz 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
Bethlehem, PA
Roslyn, NY
Port Chester, NY
New York, NY
Columbus, OH
Cincinnati, OH
Claremont, CA
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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