NG
CFA
NG
CFA

Noal Goldfarb

14 Years of Experience
New York, NY
BrokerSells Insurance

Noal Goldfarb is a CFA-designated registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 14 years of industry experience. Noal 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

261 Madison Avenue, 27th Floor, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Noal places insurance business with carriers other than Guardian, dedicating minimal time to this activity. He is also a board member of The Community Chest of Port Washington and a trustee for the Ira Kusnetzov Irrevocable Trust.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2013 - Present · 13 yrs 6 mos
Park Avenue Securities LLCBroker
December 2012 - Present · 13 yrs 7 mos
Previous Registrations
Mclaughlin, Piven, Vogel Securities, INC.Broker
July 1992 - October 1992 · 3 mos
Prudential Securities IncorporatedBroker
December 1991 - September 1992 · 9 mos
State Registrations26 states
AZCACTFLINKSMAMDMEMINCNENHNJNMNVNYOHORPARISCTNTXVAWA
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.
Noal Goldfarb - Financial Advisor | TrueAdvisor