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Andrew Andreotta

Park Avenue Securities LLC

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About Andrew Andreotta

Andrew Andreotta is a financial advisor registered with Park Avenue Securities LLC. Andrew Andreotta is licensed to provide financial and investment advice in 27 states and the District of Columbia. Andrew Andreotta has been in the financial industry for over five years. Andrew Andreotta has passed the Series 63, Series 65, and Series 7TO exams. Andrew Andreotta is a registered representative of Park Avenue Securities LLC. Park Avenue Securities LLC is an independent registered broker/dealer.

Firm Information

Andrew Andreotta is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Andreotta’s Registration & Firm History

TN

08/16/2024 - Present

Park Avenue Securities LLC (HENDERSONVILLE TN)

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Licenses & Designations

IA

Issued 05/27/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/21/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andrew Andreotta. Review regulatory record here.
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