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Seth Medalie

Park Avenue Securities LLC

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About Seth Medalie

Seth Medalie is a financial advisor at Park Avenue Securities LLC with over 30 years of experience in the financial services industry. Seth has a strong background in investments, financial planning, and wealth management, providing customized financial solutions to individuals, families, and businesses. Seth holds multiple securities licenses, including Series 6, 7, 10, 24, 63, and SIE, demonstrating his commitment to professional development and compliance.

Firm Information

Seth Medalie 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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Seth Medalie’s Registration & Firm History

MA

01/23/2012 - Present

Park Avenue Securities LLC (NEEDHAM MA)

NY

02/10/1994 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

WI

01/14/1988 - 12/17/1993

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

12/09/1987 - 12/17/1993

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 02/10/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/18/2001

Series 24 - General Securities Principal Examination

BC

Issued 07/21/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1993

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Seth Medalie.
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