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Dylan Bradley Grocer

Park Avenue Securities LLC

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About Dylan Bradley Grocer

Dylan Bradley Grocer is an investment advisor representative with Park Avenue Securities LLC. Dylan holds the Series 66, Series 7TO, and SIE licenses. Dylan has a strong background in finance, and has worked in the industry since February 7, 2021. Dylan also holds the Certified Financial Planner designation. Dylan provides financial planning services to individuals and families. He also provides portfolio management and educational seminars. The Bulfinch Group is a registered investment advisor firm that provides a wide range of financial services, including investment management, retirement planning, and estate planning.

Firm Information

Dylan Grocer 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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Dylan Grocer’s Registration & Firm History

MA

01/27/2023 - Present

Park Avenue Securities LLC (NEEDHAM MA)

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Licenses & Designations

BOTH

Issued 04/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Bradley Grocer.
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