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Robert Jeffrey Schrier

Park Avenue Securities LLC

Brooklyn, NY

Melville, NY

CRD 1400145

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Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-16
  • NY RA
    APPROVED
    Since 2021-04-16

Branch Locations

Brooklyn, NY • United States

200 Broadhollow Road Suite 405, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Company Brooklyn NY 12/1993 Present
Park Avenue Securities Llc Brooklyn NY 05/1999 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-22
S63 Uniform Securities Agent State Law Examination 1985-10-31
  • S65 Uniform Investment Adviser Law Examination
    1999-12-22
  • S63 Uniform Securities Agent State Law Examination
    1985-10-31
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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