Morgan Stanley
47yrs
Top advisor by experience in New York
1yr
Li Li
Financial advisor at Park Avenue Securities
Li Li is a fiduciary financial advisor in New York, New York, with 1 year in the industry. Li joined Park Avenue Securities in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office535 Fifth Avenue 13th Floor, New York, NY 10017
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowPark Avenue Securities LLCCurrent firm
Contact Li
(888) 600-4667Park Avenue Securities main office 535 Fifth Avenue 13th FloorNew York, NY 10017Office · Get directions
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Questions to ask Li
Tailored to Li’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Li
How do I contact Li?
Call Park Avenue Securities at (888) 600-4667 and ask for Li Li. Li works from the New York, NY office.
How long has Li been a financial advisor?
Li has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Li hold?
Series 66. Tap any license on this page to see what it allows.
Is Li a fiduciary?
Li is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Li paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Li 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.
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