EI
EI

Enrico Indelicato

26 Years of Experience
Melville, NY
1 DisclosureBrokerSells Insurance

Enrico Indelicato is a registered investment advisor at Park Avenue Securities LLC, based in Melville, NY, with 26 years of industry experience. Enrico 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

200 Broadhollow Road, Suite 405, Melville, NY, 11747

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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
February 2009
Denied
Other Business ActivitiesSells Insurance

Enrico sells small group health insurance, dedicating a few hours per week. This activity is investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2021 - Present · 5 yrs 1 mo
Park Avenue Securities LLCBroker
January 2000 - Present · 26 yrs 4 mos
State Registrations5 states
CAFLMDNJNY
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.