Luis Castro Barreto (CRD# 7727878) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roslyn, NY and has 1 year of experience in the finance industry.
CRD# 5241462
Ubs Financial Services Inc.
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Roslyn, NY | Mar 2024 - Current | < 1 |
| Guardian Life Insurance | Roslyn, NY | Mar 2024 - Current | < 1 |
| North East Financial Network | Roslyn, NY | May 2023 - Mar 2024 | < 1 |
| Milan International LLC | New Hyde Park, NY | Jan 2023 - May 2023 | < 1 |
| Newman Logistics LLC | Floral Park, NY | Jun 2019 - Dec 2022 | 3 |
| U.s Army | New York, NY | Mar 2016 - Mar 2019 | 3 |
| Freelance | Richmond Hill, NY | Apr 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
| S63 | Uniform Securities State Law Examination | Feb 2024 |
- NY
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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