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Peter Crincoli

Park Avenue Securities LLC

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About Peter Crincoli

Peter Crincoli is a registered representative with Park Avenue Securities LLC. Peter is a licensed securities agent, holding Series 63, Series 6TO, and SIE licenses. Peter has been in the industry since August 2020, and is registered in 10 states. Peter's specializations include 1, 3, 4, and 6. Park Avenue Securities LLC, is a registered investment adviser with over $11.88 billion in assets under management. The firm has a large client base, with approximately 38,141 clients. Park Avenue Securities LLC offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals.

Firm Information

Peter Crincoli 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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Peter Crincoli’s Registration & Firm History

NY

08/25/2020 - Present

Park Avenue Securities LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Peter Crincoli. Review regulatory record here.
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