Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
20yrs
Daniel Grubbs has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Lake Oswego, Oregon. Daniel has been with Park Avenue Securities since 2021. Park Avenue Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 61% of advisors at Park Avenue Securities
Office5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?2 states
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowPark Avenue Securities LLCCurrent firm
Contact Daniel
(888) 600-4667Firm headquarters in New York, NY. Ask for Daniel. 5 Centerpointe Drive Suite 220Lake Oswego, OR 97035Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Park Avenue Securities at (888) 600-4667 and ask for Daniel Grubbs. Daniel works from the Lake Oswego, OR office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 20 years. More experience than 61% of advisors at Park Avenue Securities.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
RBC Capital Markets
46yrs
Top 1% by experience in Lake Oswego
Allium Financial Advisors
46yrs
Top advisor by experience at Allium Financial Advisors
Raymond James & Associates
44yrs
Top 1% by experience in Oregon
Orca Investment Management
44yrs
Top advisor by experience at Orca Investment Management
Wells Fargo Advisors
44yrs
Top 1% by experience in Lake Oswego