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Kyle Sholtis

Park Avenue Securities LLC

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About Kyle Sholtis

Kyle Sholtis is a financial advisor registered with Park Avenue Securities LLC and has been in the industry since December 2014. Kyle is registered in Ohio, Oregon, Pennsylvania, and Washington. Kyle has a Series 6, Series 63, and SIE license and has experience working with individual clients, corporations, and charitable organizations. Kyle is a financial planner and specializes in portfolio management for individuals. Kyle is also registered as an Investment Advisor Representative and is licensed in Ohio. Kyle has worked with Northwestern Mutual Investment Services, LLC and Guardian Life Insurance Company in the past.

Firm Information

Kyle Sholtis 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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Kyle Sholtis’s Registration & Firm History

OH

02/10/2020 - Present

Park Avenue Securities LLC (INDEPENDENCE OH)

OH

11/25/2013 - 01/08/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CANTON OH)

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Licenses & Designations

BC

Issued 10/27/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Sholtis.
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