Joshua
Hohenstein
Park Avenue Securities LLC
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About this Advisor
Joshua Hohenstein is a financial advisor operating out of Houston, Texas with 5 years of relevant experience. Hohenstein is currently employed by Park Avenue Securities LLC. During their career, the advisor has held roles at United States Army, Edward Jones, The Guardian Life Insurance Co Of America, Park Avenue Securities and Team Rubicon. Hohenstein has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas and Washington. Park Avenue Securities LLC is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It manages $10 billion in assets across its 57,359 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 57,359 customer accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Park Avenue Securities LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely are based on the financial services offered. Fee types 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
Joshua Hohenstein Work History
Joshua has been registered as a financial advisor for 5 years.*
The Guardian Life Insurance Co Of America
Park Avenue Securities
Team Rubicon
Edward Jones
United States Army
*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 Joshua Hohenstein 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
Port Chester, NY
Paramus, NJ
Liberty Hill, TX
New York, NY
Allentown, PA
Portsmouth, NH
Mount Pleasant, SC
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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