Robert Winsor (CRD# 5155630) is an Investment Advisor Representative working at Park Avenue Securities LLC in Saint Johns, FL and has over 3 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Saint Johns, FL | Jan 2024 - Current | < 1 |
| Guardian Life Insurance Company | Saint Johns, FL | Jan 2024 - Current | < 1 |
| Park Avenue Securities | Rye Brook, NY | Aug 2020 - Jan 2024 | 3 |
| Guardian Life Insurance Company | Rye Brook, NY | Aug 2018 - Jan 2024 | 5 |
| Bloomberg LP | New York, NY | Nov 2009 - Jul 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- CA
- CT
- FL
- MI
- NJ
- NY
- TX
- WI
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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
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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