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Barry Nash

39 Years of Experience
Wall, NJ
1 DisclosureBrokerSells Insurance

Barry Nash is a registered investment advisor at Park Avenue Securities LLC, based in Wall, NJ, with 39 years of industry experience. Barry 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

2111 Rt 34 South, Suite 100, Wall, NJ, 07719

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 1992
Other Business ActivitiesSells Insurance

Barry provides insurance coverage for clients with products different from those offered by Guardian, dedicating a few hours per week. He is also a trustee for the Trust for Marshall Nash, spending minimal time on it, and volunteers at The Strand Theater a few hours per week.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2017 - Present · 9 yrs 4 mos
Park Avenue Securities LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Hold Brothers Capital LLCBroker
March 2012 - November 2012 · 8 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
June 2010 - October 2012 · 2 yrs 4 mos
Assent LLCBroker
December 2006 - June 2010 · 3 yrs 6 mos
Generic Trading of Philadelphia, LLCBroker
April 2006 - August 2006 · 4 mos
Carlin Equities, LLCBroker
October 2004 - June 2006 · 1 yr 8 mos
First New York Securities L.L.C.Broker
April 1993 - June 2004 · 11 yrs 2 mos
Painewebber IncorporatedBroker
April 1993 - April 1993 · 0 mos
Lehman Brothers INC.Broker
November 1983 - January 1993 · 9 yrs 2 mos
State Registrations25 states
AZCACOCTDEFLGAIAILINMAMNNCNJNVNYORPARISCTNTXVAWAWI
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.