Patricia Picardi
Patricia Picardi is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Pottstown, PA, with 41 years of industry experience. Patricia 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
758 East High Street, 1st Floor, Pottstown, PA, 19464
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Regulatory History (2)
Customer Dispute
February 2019Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Patricia offers insurance services since 2002 and Medicare Supplement Insurance since 2015, each requiring minimal time. Patricia also has investment-related involvement with Panda G LLC-properties since 2008 and the PPK Family Revocable Trust since 2025, each requiring minimal time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations23 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.