Park Avenue Securities LLC

Park Avenue Securities LLC (CRD# 46173) is a financial advisory firm headquartered in New York, NY. They manage $6,646,115,856 in 39,311 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,646
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Park Avenue Securities LLC
Showing 1 - 10 of 1,457 top financial advisors.
1
Thomas E. Blottenberger
CRD#: 5769283
750 B Street, Suite 2740, San Diego, CA 92101
106
Wealthminder
score

 

One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.

 

Thomas knew immediately that he needed to do something to prevent this tragedy from happening to other families. He was so determined that this was his life’s work that he switched from the medical field to the financial world and passed the 10-hour test to achieve the CFP® (Certified Financial Planner) designation before graduating from college. Thomas then joined an exclusive group by adding the ChFC® (Chartered Financial Consultant) designation, one of the most extensive designations in financial planning.

 

Thomas Blottenberger is unique in his industry; he helps clients to evaluate each piece of their financial picture and structures it properly with the other professionals in their lives. He sincerely cares about his clients, and works to protect their balance sheets so no unexpected life events can rob the wealth they are building. Teaching clients cash flow strategies and budgeting techniques, Thomas has helped individuals and couples save high percentages of income while still having lifestyle and enjoyment today. He believes that investment and retirement strategies should be customized to each person’s specific situation and should be evaluated with all of their assets. By using creative thinking and knowledge, he has helped clients to retire sooner than they thought possible. Thomas enjoys educating large groups of people and has been invited to speak at many events around the country.

 

Thomas was born and raised in Hawaii and now lives in San Diego, California. When not working, Thomas spends his time on the golf course attempting to break his best score and not his clubs. He also enjoys traveling and always finds something unique and interesting about every place he visits. Thomas believes in living a life without compromise, and strives to help his clients create the same confidence.

2
Martin F. Lowenthal
CRD#: 4123720
160 Gould Street, Suite 310, Needham, MA 02494
103
Wealthminder
score

Martin’s mission is to help individuals, families and business owners achieve financial confidence. He helps his clients maximize wealth by debunking common financial myths, eliminating guesswork and chasing rates of return whilst aiming to reduce risk and achieve tax efficiency. Martin’s philosophy is that the scarcity paradigm many boomers are facing can be easily avoided. Martin Lowenthal was one of the youngest members of the Johannesburg Stock Exchange at 23 and one of the founding members of the equity options, financial futures and commodity exchanges in South Africa. Martin spent 10 years as a partner at a boutique investment bank where he oversaw the nationwide trading desk. The firm also helped small to medium size enterprises access capital with mezzanine finance, IPO and asset securitization. Martin has a Bachelor of Commerce from the University of Cape Town as well as an MS in Investment Management from Boston University. Martin is an active angel investor and sponsor of Boston Harbor Angels. Martin is an executive board member of the JNF, Jewish National Fund in the New England Zone. He is also a member of the MDRT, Million Dollar Round Table. Martin holds FINRA 7, 63 & 65 licenses,CLU® (Chartered Life Underwriter), ChFC® Chartered Financial Consultant), CLTC (Corporation for Long Term Care Certification) as well as Life, accident and health insurance. Martin lives in Newton, MA with his wife Laura and three daughters.

Registered Representative, a Financial Advisor of Park Avenue Securities LLC (PAS) and a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect wholly owned subsidiary of Guardian. The Bulfinch Group in not an affiliate or subsidiary of PAS or Guardian.  Life insurance offered through The Bulfinch Group Insurance Agency Inc., an affiliate of The Bulfinch Group, Inc.  The Bulfinch Group is not licensed to sell insurance.

PAS is a member FINRA (http://www.finra.org)SIPC. (http://www.sipc.org/)   2016-26898  Exp 10/18. 

Important Disclosures (https://www.guardianlife.com/disclosures)

Check the background of your financial professional on FINRA's BrokerCheck (http://brokercheck.finra.org/

3
Gregory A. Ahrens, CFP, ChFC
CRD#: 5386619
600 Delaware Avenue, Buffalo, NY 14202
101
Wealthminder
score

Gregory Ahrens (CRD# 5386619) is a Financial Specialist working at Guardian Life Insurance Co. and Park Avenue Securities LLC in Buffalo, NY. Greg has over 8 years of experience in the finance industry. Greg has taken additional exams to become a Chartered Financial Consultant and Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

4
Robert F. Soler
CRD#: 5728004
120 Broadway, 37th Floor, New York, NY 10271
101
Wealthminder
score
Robert Soler (CRD# 5728004) is an Investment Advisor Representative working at Park Avenue Securities LLC in New York, NY and has over 6 years of experience in the finance industry.
5
Adrian A. Block
CRD#: 4703841
800 Westchester Avenue, 4th Floor Suite N409, Rye Brook, NY 10573
100
Wealthminder
score

 

 

6
Eric M. Bloom
CRD#: 2708116
800 Westchester Avenue, 4th Floor Suite N409, Rye Brook, NY 10573
99
Wealthminder
score

Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

In addition, Eric has the RICP, CLU, and ChFC professional designations.

7
Alison McCarthy
CRD#: 6408486
300 Ledgewood Place, Suite 100, Rockland, MA 02370
99
Wealthminder
score
Alison McCarthy (CRD# 6408486) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rockland, MA and has 1 year of experience in the finance industry. Alison McCarthy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
8
Allen J. Kampf
CRD#: 2828812
954 Ridgebrook Rd, Suite 300, Sparks Glencoe, MD 21152
98
Wealthminder
score

Allen Kampf (CRD# 2828812) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sparks Glencoe, MD and has over 19 years of experience in the finance industry.

9
Henry Chau
CRD#: 6086142
2603 Camino Ramon, #475, San Ramon, CA 94583
97
Wealthminder
score

His clients rely on him to be their first financial resource, allowing them the confidence to make educated decisions, as he guides them through difficult financial and life decisions. His objective is to analyze his clients’ current and past financial situation, then get them to their goals in the most efficient and effective manner. He collaborates with other professionals like CPAs and Attorneys to set forth a strategic game plan that will lead his clients to ultimate success.

 

He values trustworthiness, integrity and passion in both his personal and professional life. Today, he always tries to motivate and inspire others to make a difference in the world, to do better than yesterday. He believes that a small act of kindness goes a long way.

 

He was once a Pre-Pharmacy student following a path and dream, that he couldn’t call his own. There was no passion found in his study and therefore felt like he wasn’t able to put forth his best work. The financial crisis of 2007-2008 had a dramatic impact in his life that subsequently led to a near death experience. As he reflected on his life, wondering ‘what if?’ he realized that life is truly too short, and while we are here, we have the opportunity to work towards changing small portions of events, that sets forth a tiny ripple of hope for the future. He naturally found his calling in the Financial Service industry. While exploring various options in Accounting, Taxation, Hedge Fund, and Investment Banking; a realization that his passion involved a client-facing environment, where he would be able to educate others about the complex world of wealth management.

 

Henry Chau (CRD# 6086142) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Ramon, CA and has over 3 years of experience in the finance industry.

10
Britton D. Adams
CRD#: 4804085
200 Main Street, Suite 106, Gainesville, GA 30501
96
Wealthminder
score

Britton Adams (CRD# 4804085) is an Investment Advisor Representative working at Park Avenue Securities LLC in Gainesville, GA and has over 10 years of experience in the finance industry.

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