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Peter John Obrien

Park Avenue Securities LLC

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About Peter John Obrien

Peter John Obrien is a financial advisor associated with Park Avenue Securities LLC. Peter has been in the industry since September 21, 1990, and is registered with FINRA. Peter's experience includes working for GUARDIAN INVESTOR SERVICES LLC, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Peter holds the Series 7 and SIE licenses. Peter's current firm specializes in Financial Planning, Educational Seminars, Selection of Other Advisers, Portfolio Management for Individuals. Peter is an experienced financial advisor who is committed to helping clients achieve their financial goals.

Firm Information

Peter Obrien 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 Obrien’s Registration & Firm History

NY

03/31/2015 - Present

Park Avenue Securities LLC (NEW YORK NY)

NY

05/31/2002 - 03/31/2015

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

MA

09/25/1996 - 06/29/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/25/1996 - 06/29/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NA

09/21/1990 - 06/23/1995

METLIFE SECURITIES INC.

NA

09/21/1990 - 06/23/1995

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter John Obrien.
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