M Jonathan AdlerCRD Number: 5196981
Current Firm: Park Avenue Securities LLC
M Jonathan Adler (CRD# 5196981) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 15 years of experience in the finance industry.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|Park Avenue Securities||White Plains, NY||Aug 2006 - Current||15|
|Strategies For Wealth||White Plains, NY||Jun 2006 - Current||15|
|Guardian Life Insurance Co||White Plains, NY||Jun 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S65||NASAA Investment Advisors Law Examination||Feb 2017|
Total Assets Under Management7,580MILLIONS
Total Number of Accounts39,245ACCOUNTS
Average Account Value$193,157
- 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
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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