Park Piedmont Advisors LLC

Park Piedmont Advisors LLC (CRD# 129451) is a financial advisory firm headquartered in Chicago, IL. They manage $861,968,712 in 1,498 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
330 N Wabash Ave, 23rd Floor, Chicago, IL 60611
https://www.facebook.com/parkpiedmont/
By the Numbers
  • Total Assets Under Management
    862
    MILLION
  • Total Number of Accounts
    1,498
    ACCOUNTS
  • Average Account Value
    $575,413
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, IL, MA, MD, ME, NH, NJ, NY, TX, VT

Financial Advisors at Park Piedmont Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Richard Backer, financial advisor Chicago IL
Richard A. Backer
CRD#: 5137335
330 N Wabash Ave, 23rd Floor, Chicago, IL 60611

Richard Backer (CRD# 5137335) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Chicago, IL and has 1 year of experience in the finance industry.

2
George Gotthold, financial advisor Waretown NJ
George J. Gotthold
CRD#: 4460519
386 Route 9, Waretown, NJ 08758

George Gotthold (CRD# 4460519) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Waretown, NJ and has 1 year of experience in the finance industry.

3
Stuart Greenberg, financial advisor Springfield NJ
Stuart D. Greenberg
CRD#: 4919584
500 Morris Avenue, Springfield, NJ 07081

Stuart Greenberg (CRD# 4919584) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Springfield, NJ and has over 19 years of experience in the finance industry.

4
Nicholas Levinson, financial advisor Oakland CA
Nicholas L. Levinson
CRD#: 3022189
Oakland, CA

Nicholas Levinson (CRD# 3022189) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Oakland, CA and has over 24 years of experience in the finance industry.

5
Thomas Levinson, financial advisor Chicago IL
Thomas M. Levinson
CRD#: 6416322
Chicago, IL

Thomas Levinson (CRD# 6416322) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Chicago, IL and has over 9 years of experience in the finance industry.

6
Nathan Levinson, financial advisor Chicago IL
Nathan Levinson
CRD#: 7804648
330 N Wabash Ave, 23rd Floor, Chicago, IL 60611

Nathan Levinson (CRD# 7804648) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Chicago, IL and has 1 year of experience in the finance industry.

7
Samantha Ngooi, financial advisor Chicago IL
Samantha Ngooi
CRD#: 7617563
330 N Wabash Ave, 23rd Floor, Chicago, IL 60611

Samantha Ngooi (CRD# 7617563) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Chicago, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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