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Lee J Adelson

Park Avenue Securities LLC

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About Lee J Adelson

Lee J. Adelson is a financial advisor with Park Avenue Securities LLC. Lee has been in the financial industry since August 13, 1991. Lee is registered with FINRA and is licensed to sell securities in six states. Lee holds a Series 6 and Series 63 license and has passed the SIE Exam. Prior to joining Park Avenue Securities LLC, Lee was a financial advisor with PRUCO Securities, LLC. and The Prudential Insurance Company of America.

Firm Information

Lee Adelson 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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Lee Adelson’s Registration & Firm History

MA

03/13/2009 - Present

Park Avenue Securities LLC (NEEDHAM MA)

MA

06/10/1991 - 01/06/2009

PRUCO SECURITIES, LLC. (NEEDHAM MA)

NJ

06/10/1991 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 01/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Lee J Adelson. Review regulatory record here.
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