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Keith Paul Warmbein

Park Avenue Investment Advisory, LLC

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About Keith Paul Warmbein

Keith Paul Warmbein is an investment advisor representative at Park Avenue Investment Advisory, LLC, with over 20 years of experience in the financial services industry. Keith is registered with the state of Pennsylvania. He has a Series 6 and Series 63 license. Prior to joining Park Avenue Investment Advisory, LLC, Keith held positions at Prime Solutions Advisors, LLC, Carnegie Investment Counsel, and Cambridge Investment Research, Inc.

Firm Information

Keith Warmbein is currently registered with Park Avenue Investment Advisory, LLC. Park Avenue Investment Advisory, LLC is a New York-based investment advisory firm with 70 employees and $75,377,994 in regulatory assets under management. They provide financial planning, portfolio management for individuals, and selection of other advisers to clients including high-net-worth individuals, and individuals other than high-net-worth individuals. The firm also participates in a wrap fee program.
Park Avenue Investment Advisory, LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$75.38M

Assets Under Management

Not reported

Total Clients

9

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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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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Keith Warmbein’s Registration & Firm History

PA

04/01/2022 - Present

Park Avenue Investment Advisory, LLC (Pittsburgh PA)

IA

03/14/2001 - 12/15/2004

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

OH

09/01/2000 - 03/12/2001

PRIME SOLUTIONS SECURITIES, INC. (CLEVELAND OH)

SC

01/08/1999 - 09/07/2000

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

DE

07/25/1995 - 01/20/1999

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NY

05/17/1993 - 07/27/1995

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Paul Warmbein.
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