AG
Aaron Glauber
PARK AVENUE INVESTMENT ADVISORY
Monroe, NY 10950
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CRD#: 7924379
AG
Professional summary
Aaron Glauber, who also goes by Ari Glauber, is a registered financial advisor currently at PARK AVENUE INVESTMENT ADVISORY, LLC located in Monroe, New York.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aaron has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ari Glauber
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Glauber'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
June 10, 2024 - Present
PARK AVENUE INVESTMENT ADVISORY, LLC
Office #1: 48 Bakertown Rd Suite 506, Monroe, NY 10950RIA
CRD#: 310203
Monroe, NY
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
New Jersey(9/24/2024)
IAR
New York(6/10/2024)
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)PREMIUM
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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
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Company Information
PARK AVENUE INVESTMENT ADVISORY, LLC
CRD#: 310203Monroe, NY 10950TRUST BUT VERIFY
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