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John Reeder

40 Years of Experience
Needham, MA
1 DisclosureBroker

John Reeder is a registered investment advisor at Park Avenue Securities LLC, based in Needham, MA, with 40 years of industry experience. John 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

160 Gould Street, Suite 310, Needham, MA, 02494

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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.
Customer Dispute
March 2008
Settled
Other Business Activities

John sells products from other companies when Guardian does not have the product a client needs, dedicating minimal time to this. He also serves as a director and treasurer for a condominium association, which is not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2006 - Present · 19 yrs 11 mos
Park Avenue Securities LLC
July 2004 - Present · 21 yrs 10 mos
Park Avenue Securities LLCBroker
July 2004 - Present · 21 yrs 10 mos
Previous Registrations
New England SecuritiesBroker
October 2001 - May 2004 · 2 yrs 7 mos
Hartford Equity Sales Company INC.Broker
February 2001 - October 2001 · 8 mos
Pruco Securities CorporationBroker
July 1999 - January 2001 · 1 yr 6 mos
MML Investors Services, INC.Broker
October 1996 - July 1999 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1991 - September 1996 · 4 yrs 11 mos
MML Investors Services, INC.Broker
November 1985 - November 1991 · 6 yrs
State Registrations8 states
CTFLMAMDMENHNJSC
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.