AL
CFP
AL
CFP

Anthony Letizia

19 Years of Experience
New York, NY
Broker

Anthony Letizia is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 19 years of industry experience. Anthony 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

10 Hudson Yards, New York, NY, 10001

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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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Employment History
Current Registrations
Park Avenue Securities LLC
July 2021 - Present · 4 yrs 10 mos
Park Avenue Securities LLC
July 2021 - Present · 4 yrs 10 mos
Park Avenue Securities LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Transamerica Retirement Advisors, LLC
August 2019 - February 2021 · 1 yr 6 mos
Transamerica Investors Securities CorporationBroker
August 2019 - February 2021 · 1 yr 6 mos
Gradient Investments, LLC
April 2018 - August 2019 · 1 yr 4 mos
Advice and Planning Services
September 2014 - March 2018 · 3 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2014 - March 2018 · 3 yrs 6 mos
Wells Fargo Advisors, LLC
May 2013 - August 2014 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
May 2013 - August 2014 · 1 yr 3 mos
U.S. Bancorp Investments, INC.
April 2012 - April 2013 · 1 yr
U.S. Bancorp Investments, INC.Broker
April 2012 - April 2013 · 1 yr
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Advisors, LLC
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLC
November 2006 - January 2011 · 4 yrs 2 mos
Wells Fargo Investments, LLCBroker
November 2006 - January 2011 · 4 yrs 2 mos
Wells Fargo Funds Management, LLC
September 2006 - November 2006 · 2 mos
Wells Fargo Funds Distributor, LLCBroker
April 2005 - November 2006 · 1 yr 7 mos
Strong Investments, INC.Broker
March 2005 - April 2005 · 1 mo
State Registrations51 states
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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.
Anthony Letizia - Financial Advisor | TrueAdvisor