TrueAdvisor
TrueAdvisor
DS
DS

Donald Stonecipher

Park Avenue Securities LLC
36 Years of Experience
Atlanta, GA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Donald Stonecipher is a registered investment advisor at Park Avenue Securities LLC, based in Atlanta, GA, with 36 years of industry experience. Donald 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
1914 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

5600 Glenridge Dr., Suite 600 East, Atlanta, GA, 30342

Get directions

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
August 1996
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Donald is involved with Southeast Firm, LLC, dedicating full-time hours to it, and Aristoboulos Racing, LLC, dedicating minimal time. Southeast Firm is investment-related, while Aristoboulos Racing is not.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2006 - Present · 20 yrs 4 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Peachtree Planning Advisors, INC.
May 2003 - December 2010 · 7 yrs 7 mos
Guardian Investor Services CorporationBroker
November 1995 - May 1999 · 3 yrs 6 mos
The Robinson-Humphrey Company INC.Broker
October 1991 - July 1995 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - October 1991 · 2 yrs
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
More Advisors
More financial advisors in Atlanta, GA →All financial advisors in Georgia →