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David V Orsolino

Park Avenue Securities LLC

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About David V Orsolino

David V Orsolino is a financial professional with over 20 years of experience in the financial services industry. David is a Registered Representative of Park Avenue Securities LLC, a broker-dealer firm based in New York, NY, and provides financial advice to individuals, families, businesses, and charitable organizations. David has a strong track record of success in helping clients reach their financial goals, and is committed to providing personalized and comprehensive financial guidance.

Firm Information

David Orsolino 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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David Orsolino’s Registration & Firm History

NY

06/10/2021 - Present

Park Avenue Securities LLC (NEW YORK NY)

NY

06/11/2002 - 10/17/2005

MCGINN, SMITH & CO., INC. (ALBANY NY)

GA

06/06/2001 - 06/25/2002

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

NY

11/13/2000 - 06/05/2001

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NY

08/20/1998 - 10/15/1999

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NY

10/20/1997 - 08/19/1998

LCP CAPITAL CORP. (STATEN ISLAND NY)

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Licenses & Designations

IA

Issued 08/16/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David V Orsolino. Review regulatory record here.
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