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Daniel Robert Anerella

Park Avenue Securities LLC

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About Daniel Robert Anerella

Daniel Robert Anerella is a financial advisor currently registered with Park Avenue Securities LLC. Daniel has been in the financial industry since October 28, 2020. Daniel holds Series 7TO, SIE and Series 66 licenses. Daniel is registered in 13 states, including California, Colorado, Connecticut, Florida, Georgia, Iowa, Maine, Maryland, New Jersey, New York, Pennsylvania, South Carolina, Utah, Virginia. Daniel has a history of working in a variety of industries including education, food service, and financial services. Daniel has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Daniel is able to provide financial planning, educational seminars, and selection of other advisers.

Firm Information

Daniel Anerella 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 Anerella’s Registration & Firm History

NJ

01/26/2023 - Present

Park Avenue Securities LLC (HOLMDEL NJ)

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Licenses & Designations

BOTH

Issued 12/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Robert Anerella.
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