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Daniel Mark Grubbs

Park Avenue Securities LLC

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About Daniel Mark Grubbs

Daniel Grubbs is an investment advisor representative at Park Avenue Securities LLC, registered with FINRA and the SEC. Daniel has been in the industry since 2007 and holds Series 6, 7TO, 63 and 66 licenses. Daniel specializes in financial planning, education seminars, and portfolio management for individuals. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel is committed to providing his clients with the highest level of service and expertise.

Firm Information

Daniel Grubbs 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 Grubbs’s Registration & Firm History

OR

09/14/2023 - Present

Park Avenue Securities LLC (LAKE OSWEGO OR)

CA

04/02/2007 - 08/21/2007

NATIONAL PLANNING CORPORATION (WEST COVINA CA)

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Licenses & Designations

BOTH

Issued 09/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/25/2021

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Mark Grubbs.
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