Peter Holmes is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Rye Brook, NY, with 30 years of industry experience. Peter 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
800 Westchester Avenue, 4th Floor Suite N409, Rye Brook, NY, 10573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Citizens Securities, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services LLCBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Signator Investors, INC.Broker
John Hancock Funds, INC.Broker
Signator Investors, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 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.