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Brian S Lee

Park Avenue Securities LLC

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About Brian S Lee

Brian Lee is a financial advisor registered with Park Avenue Securities LLC, based in Irvine, California. Brian has been in the financial industry since January 10, 2000. Brian holds a Series 7 and Series 66 license, as well as the Securities Industry Essentials (SIE) Examination. Brian has worked with Centaurus Financial, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States in the past. Brian is registered with the state of California, Florida, and Texas. Brian specializes in the financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Brian Lee 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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Brian Lee’s Registration & Firm History

CA

11/24/2003 - Present

Park Avenue Securities LLC (IRVINE CA)

CA

08/27/2001 - 09/26/2003

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

NY

11/11/1999 - 08/23/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

11/11/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/05/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian S Lee.
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