BB
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Bryan Buzzard

37 Years of Experience
Scottsdale, AZ
2 DisclosuresBroker

Bryan Buzzard is a registered investment advisor at Park Avenue Securities LLC, based in Scottsdale, AZ, with 37 years of industry experience. Bryan 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

3260 N. Hayden Road, Suite 208, Scottsdale, AZ, 85251

Get directions

History

Regulatory History (2)
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.
Customer Dispute
November 2010
Denied
Customer Dispute
August 1998
Settled
Other Business Activities

Bryan is an investor in BJD Investments LLC, dedicating minimal time. He is also a passive real estate investor in ACE TEN Investments LLC and TTT ONE LLC, spending no time on these activities.

Employment History
Current Registrations
Park Avenue Securities LLC
September 2020 - Present · 6 yrs 1 mo
Park Avenue Securities LLCBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Eagle Strategies LLC
May 2002 - September 2020 · 18 yrs 4 mos
Eagle Strategies CORP
May 2002 - May 2002 · 0 mos
Nylife Securities LLCBroker
September 1988 - September 2020 · 32 yrs
State Registrations8 states
AZCAMDMTNCNVTXWI
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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