Dennis
Bavin

Park Avenue Securities LLC

CRD#5533888
Investment Advisor
in San Diego, CA

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About this Advisor

Dennis Bavin is a financial advisor who works in San Diego, California. Bavin currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Axa Advisors, LLC, Farm Tables & More, Massmutual Life Insurance Company, Mml Investors Services, LLC, Guardian Life Insurance Company and Park Avenue Securities. Bavin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Park Avenue Securities LLC is an advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 financial advisors. It has $10 billion in assets under management between its 57,359 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 132 charities and foundations. Of its 57,359 accounts, 19% belong to high-net-worth investors who have more than $1 million in assets. The company performs 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 largely depend on the type of services offered. However, fees charged by Park Avenue Securities LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

Dennis Bavin Work History

Dennis has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Guardian Life Insurance Company

2023 - Present (1 year)

Park Avenue Securities

2021 - 2023 (2 years)

Mml Investors Services, LLC

2019 - 2023 (4 years)

Massmutual Life Insurance Company

2017 - 2019 (2 years)

Axa Advisors, LLC

2016 - 2017 (1 year)

Farm Tables & More

2008 - 2016 (8 years)

Axa Advisors, LLC

*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 Dennis Bavin 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

Mark Loweree
Burbank, CA
Richard Paine
Needham Heights, MA
Sonia Cantrell
Bethlehem, PA
Bartosz Warzycha
Columbus, OH
Joseph Stiles
Cincinnati, OH
Derek Malis
Buffalo, NY
Corwin Davidson
Liberty Hill, TX
Ezekiel Zimmerman
Paramus, NJ

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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