AM
ChFC
AM
ChFC

Anthony Mazzei

43 Years of Experience
Garden City, NY
Broker

Anthony Mazzei is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Garden City, NY, with 43 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Stewart Avenue, Suite 500, Garden City, NY, 11530

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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 Activities

Anthony is involved in several business activities, including National Financial Network, LLC, rental income to NFN, Mazzmar LLC, NFN Inc-Guardian General Agency, Mazzmar Holdings LLC, NFN King of Prussia, LLC-Guardian General Agency, NFN, Greater Hudson Financial, LLC-Guardian General Agency, National Financial Network - CT LLC-Guardian General Agency, MMC Jersey Shore, LLC, and Foundation for Charity for NFN - NFN Foundation. These activities range from minimal time commitment to about a quarter of Anthony's time.

Employment History
Current Registrations
Park Avenue Securities LLC
August 2005 - Present · 21 yrs 2 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Guardian Investor Services LLCBroker
August 2003 - January 2004 · 5 mos
Guardian Investor Services LLCBroker
March 2003 - May 2003 · 2 mos
Guardian Investor Services CorporationBroker
April 1995 - May 1999 · 4 yrs 1 mo
Pml Securities CompanyBroker
March 1986 - April 1995 · 9 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
October 1982 - April 1986 · 3 yrs 6 mos
Pruco Securities CorporationBroker
October 1982 - April 1986 · 3 yrs 6 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
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