Kathy Chazen, financial advisor New York NY
96 score

Kathy Chazen

CRD Number: 1096458
Current Firm: Park Avenue Securities LLC

Kathy Chazen (CRD# 1096458) is an Investment Advisor Representative working at Park Avenue Securities LLC in New York, NY and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance New York, NY Dec 2000 - Current 16
Park Avenue Securities New York, NY Dec 2000 - Current 16
Berkshire Equity Sales, Inc. Pittsfield, MA Mar 1983 - Current 33
Corpro/integrated Resources Ny, NY May 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
Contact Info for Kathy A. Chazen
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • NJ
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
96
Clean Record
This advisor has a clean track record with regulators.

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