Ilona Brandt-Tom
Ilona Brandt-Tom is a registered investment advisor at Park Avenue Securities LLC, based in Lancaster, PA, with 29 years of industry experience. Ilona 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1869 Charter Lane, Suite 103, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2011Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Ilona is an insurance broker selling fixed insurance products when Guardian or its affiliates do not meet client needs, dedicating minimal time to this activity. She also works as a ski instructor, spending about 10-20% of her time on this non-investment related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations4 states
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.