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Andrew Charles Lavoie

Park Avenue Securities LLC

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About Andrew Charles Lavoie

Andrew Charles Lavoie is a registered representative with Park Avenue Securities LLC. Andrew has been in the financial industry since February 9, 2012. Andrew has a Series 7, 57, 63, and 66 license and has been registered with the state of New York since January 6, 2023. Andrew also has a Series 63 license and is registered in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and West Virginia. Andrew has previously worked with Tradition Securities and Derivatives Inc. and TFS Derivatives Corporation. Andrew is a member of the firm's Financial Planning and Investment Management teams. Andrew is a licensed life and health insurance producer in the state of Connecticut.

Firm Information

Andrew Lavoie 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 Lavoie’s Registration & Firm History

CT

05/09/2024 - Present

Park Avenue Securities LLC (RIDGEFIELD CT)

NY

03/31/2016 - 04/16/2018

TRADITION SECURITIES AND DERIVATIVES INC. (New York NY)

NY

09/10/2007 - 04/25/2016

TFS DERIVATIVES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2022

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2017

Series 57 - Securities Trader Exam

BC

Issued 09/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Charles Lavoie.
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