AS
Autumn M. Schnitzer
PARK AVENUE INVESTMENT ADVISORY
AUSTIN, TX 78758
Some features on this profile are disabled
CRD#: 7638592
AS
Professional summary
Autumn Marie Schnitzer, who also goes by Autumn Marie Schnitzer, is a registered financial advisor currently at PARK AVENUE INVESTMENT ADVISORY, LLC located in Austin, Texas.
Autumn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Autumn has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Autumn Marie Schnitzer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) WOMEN'S COUNCIL OF ENTREPRENEURS - SUGARLAND CHAPTER. LOCAL LEADER Start date: 08/01/2022 Address: 14 QUIET OAK CIRCLE WOODLANDS TEXAS 77381 4 total hours per month; 2 during securities trading hours Not investment related Less than 10% annual compensation 2) Needville Education Foundation. Board Member Start date: 05/01/2023 Address: 16319 Hwy 36, Needville, TX, 77461 5 total hours per month; 1 during securities trading hours Not investment related Less than 10% annual compensation
CRS (Client Relationship Summary) - RIA
Click below to view Autumn Marie Schnitzer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 7, 2025 - Present
PARK AVENUE INVESTMENT ADVISORY, LLC
Office #1: 9101 Burnet Road Suite 107, Austin, TX 78758RIA
CRD#: 310203
AUSTIN, TX
Past
September 26, 2022 - August 21, 2024
TIP GROUP LLC
RIA
CRD#: 322053
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PARK AVENUE INVESTMENT ADVISORY, LLC
GUARDIAN ADVISORY SERVICES LLC | WESTPAC WEALTH PARTNERS | PARK AVENUE INVESTMENT ADVISORY, LLC | PARK AVENUE INVESTMENT ADVISORY | ONE WEALTH MANAGEMENT FINANCIAL AND INSURANCE SERVICES, INC. | GUARDIAN STRATEGIC ADVISORS | GUARDIAN ADVISORY SERVICES, LLC
CRD#: 310203 / SEC#: 801-119560
RIA
Registered Investment Advisory firm - (9/30/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/7/2025)
Current Firm
PA
PARK AVENUE INVESTMENT ADVISORY, LLC
GUARDIAN ADVISORY SERVICES LLC | WESTPAC WEALTH PARTNERS | PARK AVENUE INVESTMENT ADVISORY, LLC | PARK AVENUE INVESTMENT ADVISORY | ONE WEALTH MANAGEMENT FINANCIAL AND INSURANCE SERVICES, INC. | GUARDIAN STRATEGIC ADVISORS | GUARDIAN ADVISORY SERVICES, LLC
CRD#: 310203 / SEC#: 801-119560
RIA
Registered Investment Advisory firm - (9/30/2020 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
10 Hudson Yards, New York, NY 10001
Mailing Address
Phone number
(800) 879-6934
Established
Firm type
Fiscal year end
# of Employees
87
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 98,287,453 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
