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Phillip Lassiter

Park Avenue Securities LLC

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About Phillip Lassiter

Phillip Lassiter is a financial professional with experience in the industry since January 2022. Phillip is currently registered with Park Avenue Securities LLC, a firm with over 1,700 registered representatives and 1,800 investment advisory professionals across the United States. Park Avenue Securities LLC has over $11 Billion in assets under management and focuses on serving a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Phillip is also licensed to conduct business in Georgia, Maryland, North Carolina, Pennsylvania and Virginia. Phillip holds several industry credentials including the Series 63, Series 6TO, and the SIE examinations.

Firm Information

Phillip Lassiter 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 Lassiter’s Registration & Firm History

VA

11/02/2023 - Present

Park Avenue Securities LLC (Virginia Beach VA)

VA

01/01/2022 - 10/26/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Virginia Bch VA)

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Licenses & Designations

BC

Issued 08/06/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2021

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Lassiter.
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