Michael Kochis, financial advisor Fort Myers FL

Michael Kochis

CRD Number: 1476267
Current Firm: Park Avenue Securities LLC

Michael Kochis (CRD# 1476267) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Beachwood, OH May 1999 - Current 21
The Guardian Life Insurance Company Of A New York, NY Jun 1984 - Current 36
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Michael G. Kochis
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CT
  • FL
  • MA
  • NE
  • NJ
  • OH
  • OK
  • PA
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    5,706
    MILLIONS
  • Total Number of Accounts
    31,460
    ACCOUNTS
  • Average Account Value
    $181,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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