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Chester Peach

Park Avenue Securities LLC
39 Years of Experience
Irvine, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Chester Peach is a registered investment advisor at Park Avenue Securities LLC, based in Irvine, CA, with 39 years of industry experience. Chester 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.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 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
—
View Full SEC Brochure

Location

2151 Michelson Dr, Suite 250, Irvine, CA, 92612

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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
March 2009
Denied
Employment Separation After Allegations
April 2004
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chester is involved in group medical benefits sales and service through Professional Choice Insurance-Group since 2005. This activity takes about half of his time and is investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
July 2004 - Present · 22 yrs 3 mos
Park Avenue Securities LLC
June 2004 - Present · 22 yrs 4 mos
Park Avenue Securities LLCBroker
June 2004 - Present · 22 yrs 4 mos
Previous Registrations
Prudential Financial Planning Services
March 1998 - April 2004 · 6 yrs 1 mo
Pruco Securities, LLC.Broker
April 1987 - April 2004 · 17 yrs
State Registrations3 states
CACOUT
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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