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Benjamin P Fuentez

Park Avenue Investment Advisory, LLC

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About Benjamin P Fuentez

Benjamin Fuentez is an investment advisor representative at Park Avenue Investment Advisory, LLC in The Woodlands, TX. Benjamin has been in the securities industry since January 26, 2011. Benjamin has passed the Series 7, Series 63, Series 66 and SIE exams. Benjamin also holds registrations in California, Florida, Texas and Washington. Park Avenue Investment Advisory, LLC is a Registered Investment Advisor firm with offices in New York and The Woodlands, TX. The firm provides investment advisory services to individuals and families, high-net-worth individuals, and corporations. The firm also provides financial planning services.

Firm Information

Benjamin Fuentez is currently registered with Park Avenue Investment Advisory, LLC. Park Avenue Investment Advisory, LLC is a New York-based investment advisory firm with 70 employees and $75,377,994 in regulatory assets under management. They provide financial planning, portfolio management for individuals, and selection of other advisers to clients including high-net-worth individuals, and individuals other than high-net-worth individuals. The firm also participates in a wrap fee program.
Park Avenue Investment Advisory, LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$75.38M

Assets Under Management

Not reported

Total Clients

9

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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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 Fuentez’s Registration & Firm History

TX

01/13/2023 - Present

Park Avenue Investment Advisory, LLC (THE WOODLANDS TX)

TX

01/27/2011 - 01/24/2023

UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)

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Licenses & Designations

BOTH

Issued 11/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin P Fuentez.
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