Arthur
Veyna

Park Avenue Securities LLC

CRD#2607709
Investment Advisor
in San Diego, CA

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About this Advisor

Arthur Veyna is a financial advisor based out of San Diego, California with a total of 1 year of relevant experience. Veyna currently works for Park Avenue Securities LLC. Veyna has gained experience at Securian Financial Services, Inc, Minnesota Life, Tax & Financial Group, Park Avenue Securities, Cooper Mcmanus, Massmutual Life Insurance Company, Mml Investor Services, Bml Wealth Management and Guardian Life Insurance Company. Veyna maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Nevada, New York, Oregon, Texas and Washington. Park Avenue Securities LLC is a company based in New York, NY. The company has offices in 385 locations and a total of 1,825 employees. It controls $10 billion in assets among its 57,359 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 132 charitable organizations. Of its 57,359 client accounts, 19% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees typically are based on which services are offered. Fees billed by Park Avenue Securities LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

5280 Carroll Canyon Road Suite 300
San Diego, CA 92121

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

CA Average: 88
Total Number of Accounts

57,359

CA Average: 3,892
Average Account Size

$172,819

CA 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

Arthur Veyna Work History

Arthur has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Park Avenue Securities

2022 - Present (2 years)

Guardian Life Insurance Company

2021 - 2022 (1 year)

Massmutual Life Insurance Company

2021 - 2022 (1 year)

Mml Investor Services

2018 - 2021 (3 years)

Cooper Mcmanus

2018 - 2021 (3 years)

Bml Wealth Management

1995 - 2018 (23 years)

Securian Financial Services, Inc

1994 - 2018 (24 years)

Minnesota Life

1994 - 2018 (24 years)

Tax & Financial Group

*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 Arthur Veyna 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

David Parker
Tampa, FL
Meyer Laniado
Shrewsbury, NJ
Steven Mense
Melville, NY
Timothy Urban
Crystal Lake, IL
Jimmy Lewis
Mount Pleasant, SC
Ashley Folkes
Birmingham, AL
Anthony Letizia
New York, NY
Wing Yip
Flushing, 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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