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Robert B Rosin

Park Avenue Securities LLC

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About Robert B Rosin

Robert B Rosin has been an active financial advisor for over 25 years. Robert is registered with Park Avenue Securities LLC in New Jersey and New York. Robert's expertise includes insurance, financial planning, and employee benefits. Robert also has a long history of working with a variety of firms, including NYLIFE Securities LLC, MML Investors Services, LLC, and The Concord Equity Group, LLC. Robert is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Robert Rosin 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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Robert Rosin’s Registration & Firm History

NJ

04/16/2021 - Present

Park Avenue Securities LLC (WOODCLIFF LAKE NJ)

NJ

02/21/2017 - 02/01/2019

NYLIFE SECURITIES LLC (FREEHOLD NJ)

NJ

10/06/2014 - 12/27/2016

PARK AVENUE SECURITIES LLC (BLOOMFIELD NJ)

NJ

04/11/2014 - 09/29/2014

MML INVESTORS SERVICES, LLC (EDISON NJ)

NJ

03/01/2013 - 03/04/2014

PARK AVENUE SECURITIES LLC (BLOOMFIELD NJ)

NJ

02/08/2007 - 02/07/2013

TOWER SQUARE SECURITIES, INC. (KEYPORT NJ)

NJ

02/16/2000 - 12/31/2006

THE CONCORD EQUITY GROUP, LLC (KEYPORT NJ)

DE

01/10/1997 - 03/03/2000

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

PA

03/26/1996 - 01/14/1997

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

DE

03/02/1994 - 03/27/1996

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

IA

Issued 06/11/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert B Rosin. Review regulatory record here.
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