Peter Congilose
Peter Congilose is a registered investment advisor at Park Avenue Securities LLC, based in Wall, NJ, with 37 years of industry experience. Peter 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $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
Location
2111 Rt 34 South, Suite 100, Wall, NJ, 07719
Get directionsHistory
Regulatory History (1)
Criminal
May 1978Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
State Registrations13 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.
Exams
More Advisors
- Barry NashPark Avenue Securities LLC
- Amy Sonstein, PFSPark Avenue Securities LLC
- Oliver EatonPark Avenue Securities LLC
- Eric RiosPark Avenue Securities LLC
- Emily Zeigler, CFPPark Avenue Securities LLC
- Frank Congilose, CFP, ChFCPark Avenue Securities LLC