linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pat Phondi Chuturbhuti

Park Avenue Investment Advisory, LLC

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

About Pat Phondi Chuturbhuti

Pat Chuturbhuti is a financial advisor with over 18 years of experience in the industry. Pat is registered with the state of California, Oregon and Washington. Pat is currently affiliated with Park Avenue Investment Advisory, LLC. Previously, Pat was associated with firms such as CHARLES SCHWAB & CO., INC., AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY and MFS FUND DISTRIBUTORS, INC. Pat holds the Series 6, 7, 24 and 66 licenses.

Firm Information

Pat Chuturbhuti 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.

check

financial planning services

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

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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Pat Chuturbhuti’s Registration & Firm History

OR

05/05/2022 - Present

Park Avenue Investment Advisory, LLC (Portland OR)

AZ

04/05/2006 - 11/07/2006

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

MN

04/29/2005 - 03/02/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

04/29/2005 - 03/02/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MA

07/12/2004 - 10/22/2004

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

Not sure if Pat Phondi Chuturbhuti is right for you?

Licenses & Designations

BOTH

Issued 04/07/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pat Phondi Chuturbhuti.
Not sure if Pat Phondi Chuturbhuti is right for you?