Louis Olerio (CRD# 1006595) is an Investment Advisor Representative working at Park Avenue Securities LLC in Middleton, MA and has over 40 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Middleton, MA | Apr 2019 - Current | 5 |
| Park Avenue Securities | Middleton, MA | Apr 2019 - Current | 5 |
| Guardian Life Insurance Co | Portsmouth, NH | Jun 2015 - Apr 2019 | 3 |
| Park Avenue Securities LLC | Portsmouth, NH | Jun 2015 - Apr 2019 | 3 |
| Guardian Life Insurance Co | Bedford, NH | Jan 2015 - Jun 2015 | < 1 |
| Park Avenue Securities LLC | Bedford, NH | Jan 2015 - Jun 2015 | < 1 |
| Metropolitan Life Insurance Company | Manchester, NH | Jun 1998 - Dec 2014 | 16 |
| Metlife Securities Inc. | Manchester, NH | Jun 1998 - Dec 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- NH
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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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