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Matthew Matheney

Park Avenue Investment Advisory, LLC

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About Matthew Matheney

Matthew Matheney is an investment advisor representative who is registered with Park Avenue Investment Advisory, LLC. Matthew has been working in the financial services industry since 2013 and is also an attorney/owner of the Law Office of Matthew Matheney LLC. Matthew holds the Series 65 license and specializes in retirement planning, financial planning and selection of other advisors. Matthew has a strong background in legal services and financial planning.

Firm Information

Matthew Matheney is currently registered with Park Avenue Investment Advisory, LLC. Park Avenue Investment Advisory, LLC is a New York-based investment advisory firm with 70 employees and $75,377,994 in regulatory assets under management. They provide financial planning, portfolio management for individuals, and selection of other advisers to clients including high-net-worth individuals, and individuals other than high-net-worth individuals. The firm also participates in a wrap fee program.
Park Avenue Investment Advisory, LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$75.38M

Assets Under Management

Not reported

Total Clients

9

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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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 Matheney’s Registration & Firm History

OH

09/12/2023 - Present

Park Avenue Investment Advisory, LLC (BEACHWOOD OH)

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Licenses & Designations

IA

Issued 01/06/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Matheney.
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