Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Davis Covin

Park Avenue Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Davis Covin

Matthew Davis Covin is a financial advisor registered with Park Avenue Securities LLC. Matthew has been working in the financial services industry since 2010. Matthew has a Series 66 license and is a Certified Financial Planner. Matthew has a branch office in Gaithersburg, MD, and is also registered with FINRA. Matthew has prior experience with KESTRA FINANCIAL, INC. in Austin, TX, H. BECK, INC. in Bethesda, MD, and INVEST FINANCIAL CORPORATION in Tampa, FL. Park Avenue Securities LLC offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Matthew Covin 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Covin’s Registration & Firm History

MD

10/24/2024 - Present

Park Avenue Securities LLC (Gaithersburg MD)

Not sure if Matthew Davis Covin is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Davis Covin.
Not sure if Matthew Davis Covin is right for you?