TrueAdvisor
TrueAdvisor
JG
JG

Joel Greenberg

Park Avenue Securities LLC
35 Years of Experience
Melville, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Joel Greenberg is a registered investment advisor at Park Avenue Securities LLC, based in Melville, NY, with 35 years of industry experience. Joel 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

200 Broadhollow Road, Suite 405, Melville, NY, 11747

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 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joel sells non-Guardian health and term insurance to clients since 1990. This activity takes a few hours per week.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2021 - Present · 5 yrs 6 mos
Park Avenue Securities LLC
February 2008 - Present · 18 yrs 8 mos
Park Avenue Securities LLCBroker
February 2008 - Present · 18 yrs 8 mos
Previous Registrations
Tower Square Securities, INC.Broker
September 2000 - February 2008 · 7 yrs 5 mos
Park Avenue Securities LLCBroker
May 1999 - September 2000 · 1 yr 4 mos
Guardian Investor Services CorporationBroker
July 1995 - May 1999 · 3 yrs 10 mos
Equico Securities, INC.Broker
January 1991 - August 1995 · 4 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1991 - August 1995 · 4 yrs 7 mos
State Registrations6 states
CTFLNJNYPASC
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 Melville, NY →All financial advisors in New York →