Jeffrey Slevin, financial advisor Hampton Bays NY
93 score

Jeffrey Slevin

CRD Number: 1048552
Current Firm: Park Avenue Securities LLC

Jeffrey Slevin (CRD# 1048552) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hampton Bays, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC New York, NY May 1999 - Current 17
Guardian Life Insurance Company New York, NY Oct 1989 - Current 27
Connecticut General Life Ins Co Syosset, NY Oct 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Jeffrey D. Slevin
Phone Number: 1-888-600-4667
Registered State(s):
  • CO
  • OR
  • FL
  • NJ
  • MA
  • NM
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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