Derek-Dion
Lee
Park Avenue Securities LLC
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About this Advisor
Derek-Dion Lee is a financial advisor working out of Sequim, Washington. Lee is an employee of Park Avenue Securities LLC. Throughout their career, they have worked at Guardian Life Insurance Company, Olympic Peninsula Ymca, Ohio Northern University, Florida International University, Park Avenue Securities, Templeton Financial Group and Florida Atlantic University. Lee has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Park Avenue Securities LLC is a company that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 advisors. It handles $10 billion in assets under management among its 57,359 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 132 charitable organizations. Of its 57,359 customer accounts, 19% are held by high-net-worth investors who have greater than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice usually are based on the type of services provided. However, fees billed by Park Avenue Securities LLC most likely are comprised of some 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
Derek-Dion Lee Work History
Derek-Dion has been registered as a financial advisor for 0 years.*
Park Avenue Securities
Guardian Life Insurance Company
Olympic Peninsula Ymca
Ohio Northern University
Florida International University
Templeton Financial Group
Florida Atlantic University
*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 Derek-Dion Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Allentown, PA
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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