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Zachary Fu

Park Avenue Securities LLC

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About Zachary Fu

Zachary Fu is a registered representative with Park Avenue Securities LLC, having joined the firm in September 2024. Zachary has over five years of experience in the financial services industry, having previously held roles with UBS Financial Services Inc. and Equitable Advisors LLC. Zachary holds Series 7, 66, and SIE licenses. Zachary specializes in providing financial planning, portfolio management, and educational seminars to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Zachary Fu 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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Zachary Fu’s Registration & Firm History

NY

10/17/2024 - Present

Park Avenue Securities LLC (FLUSHING NY)

NY

11/08/2019 - 09/22/2021

UBS FINANCIAL SERVICES INC. (New York NY)

NJ

04/15/2019 - 05/28/2019

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 06/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/02/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Fu.
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