RG
CFP · ChFC
RG
CFP · ChFC

Richard Gribinas

42 Years of Experience
Farmington, CT
BrokerSells Insurance

Richard Gribinas is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Farmington, CT, with 42 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

197 Scott Swamp Rd., Farmington, CT, 06032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Richard offers group medical products to business owners through MW Group Benefits Inc. He is also involved in several marketing DBAs and general operations/sales as a Guardian General Agency, dedicating significant time to these investment-related activities.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2008 - Present · 18 yrs 8 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 4 mos
Previous Registrations
Guardian Investor Services CorporationBroker
June 1989 - May 1999 · 9 yrs 11 mos
Integrated Resources Equity CorporationBroker
May 1988 - July 1989 · 1 yr 2 mos
Hartford Equity Sales Company INC.Broker
August 1983 - June 1988 · 4 yrs 10 mos
State Registrations42 states
AKARAZCACOCTDCDEFLGAHIIAIDILKSLAMAMDMEMIMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.