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Craig L Castner

Park Avenue Securities LLC

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About Craig L Castner

Craig L. Castner is a financial advisor who has been in the industry since 2001. Craig is a registered representative of Park Avenue Securities LLC, and his office is located in Woodcliff Lake, NJ. Craig is a licensed agent in Florida, New Jersey, New York, and South Carolina. Craig's primary business is in providing financial planning and portfolio management for individuals and corporations. Craig has also been involved in managing 401k plans for small business owners and has experience with captive insurance. Craig is a licensed agent of Guardian Life Insurance Company.

Firm Information

Craig Castner 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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Craig Castner’s Registration & Firm History

NJ

10/17/2024 - Present

Park Avenue Securities LLC (WOODCLIFF LAKE NJ)

NJ

02/19/2021 - 02/21/2023

CETERA ADVISOR NETWORKS LLC (FAIRFIELD NJ)

NJ

01/07/2020 - 02/23/2021

WOODBURY FINANCIAL SERVICES, INC. (VERONA NJ)

NJ

09/21/2018 - 12/31/2019

H. BECK, INC. (VERONA NJ)

NJ

07/18/2017 - 01/16/2018

LPL FINANCIAL LLC (BRIDGEWATER NJ)

CA

04/17/2012 - 05/02/2017

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

NY

01/24/2011 - 03/26/2012

ING FINANCIAL ADVISERS, LLC (NEW YORK NY)

CO

12/13/2001 - 10/28/2010

ADP BROKER-DEALER, INC. (AURORA CO)

MO

07/02/2001 - 11/27/2001

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 08/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig L Castner.
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