Steven Fishman (CRD# 1183434) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 39 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Woodcliff Lake, NJ | Nov 2022 - Current | 1 |
| Park Avenue Securities | Woodcliff Lake, NJ | Nov 2022 - Current | 1 |
| Guardian Life Insurance Company | Shrewsbury, NJ | Nov 2021 - Nov 2022 | 1 |
| Park Avenue Securities | Shrewsbury, NJ | Nov 2021 - Nov 2022 | 1 |
| Park Avenue Securities | Bloomfield, NJ | Jan 2019 - Nov 2021 | 2 |
| Guardian Life Insurance Company | Bloomfield, NJ | Sep 2018 - Nov 2021 | 3 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Aug 2018 | 2 |
| Nfp Securities, Inc. | Clifton, NJ | Jul 1999 - Apr 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
- NJ
- NY
-
Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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