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Daniel G Lancia

Park Avenue Securities LLC

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About Daniel G Lancia

Daniel Lancia is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Park Avenue Securities LLC and has previously worked with other firms such as LPL Financial LLC and Pershing LLC. Daniel holds the Series 7, Series 63 and SIE licenses. Daniel's areas of expertise include financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Daniel Lancia 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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Daniel Lancia’s Registration & Firm History

NY

02/19/2015 - Present

Park Avenue Securities LLC (NEW YORK NY)

SC

09/08/2011 - 10/21/2014

LPL FINANCIAL LLC (FORT MILL SC)

NJ

12/14/2010 - 06/09/2011

TORE SERVICES, LLC (MATAWAN NJ)

NJ

09/19/2005 - 01/13/2009

PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)

NJ

03/20/2002 - 09/19/2005

PERSHING LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 08/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel G Lancia.
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