Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Alan Todd

Park Avenue Securities LLC

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

About Nicholas Alan Todd

Nicholas Todd is a registered representative with Park Avenue Securities LLC. Nicholas has been in the industry for over 6 years and holds both the Series 7 and SIE exams. Nicholas is based out of the firm's Charlotte office and is registered with the state of North Carolina. Nicholas's experience and certifications allow him to provide financial planning, educational seminars, and portfolio management services to individuals and businesses. Nicholas is also active in the community and works with charitable organizations. Nicholas has also been involved in the sports industry through basketball lessons.

Firm Information

Nicholas Todd 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.

Nicholas Todd’s Registration & Firm History

NC

01/06/2025 - Present

Park Avenue Securities LLC (CHARLOTTE NC)

Not sure if Nicholas Alan Todd is right for you?

Licenses & Designations

BC

Issued 07/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Alan Todd.
Not sure if Nicholas Alan Todd is right for you?