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Lawrence J Rosenthal

Park Avenue Securities LLC

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About Lawrence J Rosenthal

Lawrence Rosenthal is an individual financial advisor with over 34 years of experience. Lawrence currently works at Park Avenue Securities LLC. Lawrence Rosenthal is a registered representative in New Jersey and Pennsylvania and holds Series 63, Series 66, Series 7, Series 24, and SIE licenses. Lawrence has previously worked with Equico Securities, Inc., The Equitable Life Assurance Society of the United States, Butcher & Singer Inc. and ES Securities Inc. Lawrence specializes in Retirement Planning, College Savings Plans, Estate Planning, and Life Insurance. Lawrence is a board member at Jewish High School for Boys and offers other insurance services.

Firm Information

Lawrence Rosenthal 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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Lawrence Rosenthal’s Registration & Firm History

PA

04/08/2011 - Present

Park Avenue Securities LLC (KING OF PRUSSIA PA)

NY

05/18/2000 - 09/17/2003

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NA

11/16/1989 - 02/28/1994

EQUICO SECURITIES, INC.

NA

11/16/1989 - 02/28/1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

NA

07/10/1981 - 11/28/1989

BUTCHER & SINGER INC.

NA

04/04/1984 - 01/03/1985

ES SECURITIES INC.

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Licenses & Designations

BOTH

Issued 12/11/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence J Rosenthal.
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