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Matthew J Burkhart

Park Avenue Securities LLC

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About Matthew J Burkhart

Matthew Burkhart is an Investment Advisor Representative with Park Avenue Securities LLC. Matthew is registered to provide investment advice in Florida, New Jersey and New York. Matthew has been in the industry since April 23, 1999 and has a diverse background in financial services. Matthew is also a registered representative with Park Avenue Securities LLC. Park Avenue Securities LLC is a full-service financial services firm that offers a wide range of products and services, including investment advisory, brokerage, insurance and financial planning.

Firm Information

Matthew Burkhart 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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Matthew Burkhart’s Registration & Firm History

NJ

04/16/2021 - Present

Park Avenue Securities LLC (WOODCLIFF LAKE NJ)

NY

03/22/2006 - 02/20/2018

PARK AVENUE SECURITIES LLC (GARDEN CITY NY)

MA

02/20/2003 - 03/20/2006

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

12/10/2001 - 01/21/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/10/2001 - 01/21/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

04/24/2001 - 10/01/2001

ON-SITE TRADING, INC. (GREAT NECK NY)

NY

01/20/2000 - 05/02/2001

MONTROSE CAPITAL MANAGEMENT LTD. (NEW YORK NY)

NY

11/04/1998 - 01/12/2000

SCHONFELD SECURITIES, LLC (JERICHO NY)

NY

08/26/1998 - 09/29/1998

ON-SITE TRADING, INC. (GREAT NECK NY)

NY

06/16/1995 - 10/09/1995

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

IA

Issued 02/01/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Matthew J Burkhart. Review regulatory record here.
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