Robert Loscalzo, financial advisor Ridgewood NJ

Robert Loscalzo

CRD Number: 5445916
Current Firm: Park Avenue Securities LLC

Robert Loscalzo (CRD# 5445916) is an Investment Advisor Representative working at Park Avenue Securities LLC in Ridgewood, NJ and has over 15 years of experience in the finance industry.

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Park Avenue Securities LLC
Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Company Ridgewood, NJ Aug 2023 - Current < 1
Park Avenue Securities Ridgewood, NJ Aug 2023 - Current < 1
Guardian Life Insurance Paramus, NJ Jul 2017 - Aug 2023 6
Park Avenue Securities Paramus, NJ Jul 2017 - Aug 2023 6
Guardian Life Insurance Company New York, NY Oct 2007 - Jul 2017 9
Park Avenue Securities New York, NY Oct 2007 - Jul 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Robert F. Loscalzo
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CT
  • FL
  • GA
  • MD
  • MA
  • MO
  • NJ
  • NY
  • NC
  • OR
  • RI
  • VA
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
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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