Bryan
Schod

Park Avenue Securities LLC

CRD#7123678
Investment Advisor
in Morgantown, WV

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About this Advisor

Bryan Schod is a financial advisor based in Morgantown, West Virginia who has 3 years of relevant experience. Schod is on the advisory team at Park Avenue Securities LLC. Their career trajectory has included roles at Luttner Financial Group, Bent Willey'S, West Virginia University, Park Avenue Securities and Guardian Life Insurance Company. Schod has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Connecticut, Florida, Illinois, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, West Virginia and Wisconsin. Park Avenue Securities LLC is a registered investment business that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It has $10 billion in assets under management across its 57,359 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 57,359 client accounts, 19% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on the type of services provided. Fee types charged by Park Avenue Securities LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

2002 White Willow Way
Morgantown, WV 26505

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

WV Average: $7,464,549,021
Total Number of Employees

1,825

WV Average: 88
Total Number of Accounts

57,359

WV Average: 3,892
Average Account Size

$172,819

WV 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

Bryan Schod Work History

Bryan has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Park Avenue Securities

2019 - Present (5 years)

Guardian Life Insurance Company

2015 - Present (9 years)

West Virginia University

2019 - 2019 (< 1 year)

Luttner Financial Group

2016 - 2017 (1 year)

Bent Willey'S

*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 Bryan Schod 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 Guyton
Portsmouth, NH
Andrew Matthieson
Alpharetta, GA
Chelsea Gottschling
Claremont, CA
George Papanicolaou
Port Chester, NY
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA

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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