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Phillip Dambrisi

Park Avenue Securities LLC

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About Phillip Dambrisi

Phillip Dambrisi is a financial advisor with Park Avenue Securities LLC. Phillip has been in the financial industry since 1994 and has extensive experience in the industry. Phillip is a registered representative and investment advisor representative in several states and has a variety of licenses and registrations including the Series 7, Series 63, Series 65, and Series 24. Phillip has a strong background in helping individuals and families with their financial planning needs.

Firm Information

Phillip Dambrisi 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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Phillip Dambrisi’s Registration & Firm History

NJ

05/17/2023 - Present

Park Avenue Securities LLC (WALL NJ)

NJ

01/02/2015 - 10/21/2016

HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)

PA

10/27/2014 - 12/31/2014

PFS INVESTMENTS INC. (QUAKERTOWN PA)

PA

09/30/2010 - 10/19/2012

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NY

10/16/2008 - 11/12/2009

LEBENTHAL & CO., LLC (NEW YORK NY)

NJ

09/05/2006 - 12/31/2007

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

PA

04/29/2005 - 09/12/2006

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NY

10/25/1989 - 08/18/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

11/17/1998 - 12/02/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

NY

05/20/1993 - 04/20/1999

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

NY

10/25/1989 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/17/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Dambrisi.
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