Daniel E. Sommers, financial advisor Shrewsbury NJ

Daniel E. Sommers

CRD Number: 711285
Current Firm: Park Avenue Securities LLC

Daniel E. Sommers (CRD# 711285) is an Investment Advisor Representative working at Park Avenue Securities LLC in Shrewsbury, NJ 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 Co Of America Shrewsbury, NJ Feb 2010 - Current 14
Park Avenue Securities LLC Shrewsbury, NJ Feb 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
Contact Info for Daniel E. E. Sommers
Phone Number: 1-888-600-4667
Registered State(s):
  • DE
  • NJ
  • NY
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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