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Benjamin Josef Adams

Park Avenue Securities LLC

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About Benjamin Josef Adams

Benjamin Josef Adams is a registered representative with Park Avenue Securities LLC. Benjamin is licensed in Arizona, Connecticut, Florida, and Virginia. Benjamin has been in the industry since January 19, 2020. Benjamin has been associated with MML Investors Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Benjamin provides financial planning, educational seminars, and portfolio management for individuals. Benjamin is also an officer of Ashburn Inline Inv Rel, a small business that provides low cost introduction to hockey through inline. Benjamin coaches adult and youth ice hockey leagues and provides hockey skills and team coaching.

Firm Information

Benjamin Adams 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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Benjamin Adams’s Registration & Firm History

VA

05/23/2024 - Present

Park Avenue Securities LLC (RESTON VA)

VA

08/31/2022 - 05/17/2024

MML INVESTORS SERVICES, LLC (Stone Ridge VA)

VA

01/16/2020 - 09/01/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)

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Licenses & Designations

BOTH

Issued 10/27/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Benjamin Josef Adams. Review regulatory record here.
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