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Melvyn Feinbloom

43 Years of Experience
Paramus, NJ
BrokerSells Insurance

Melvyn Feinbloom is a registered investment advisor at Park Avenue Securities LLC, based in Paramus, NJ, with 43 years of industry experience. Melvyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

52 Forest Ave, Paramus, NJ, 07652

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Melvyn is licensed with other companies to sell life, disability, long-term care, and fixed annuities since 1999. This takes minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
December 2001 - Present · 24 yrs 7 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 2 mos
Previous Registrations
Guardian Investor Services CorporationBroker
February 1995 - May 1999 · 4 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
January 1995 - December 1996 · 1 yr 11 mos
Guardian Investor Services CorporationBroker
September 1990 - January 1995 · 4 yrs 4 mos
W.D.R. Equity Resources, INC.Broker
June 1988 - October 1990 · 2 yrs 4 mos
MML Investors Services, INC.Broker
November 1982 - June 1988 · 5 yrs 7 mos
Massachusetts Mutual Life Insurance CompanyBroker
May 1982 - January 1988 · 5 yrs 8 mos
State Registrations11 states
AZFLMAMDNJNYOHPARISCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.