AS
AS

Ari Stonehill

31 Years of Experience
Auburndale, MA
3 DisclosuresBrokerSells Insurance

Ari Stonehill is a registered investment advisor at Park Avenue Securities LLC, based in Auburndale, MA, with 31 years of industry experience. Ari 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

371 Central Street, Auburndale, MA, 02466

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History

Regulatory History (3)
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.
Employment Separation After Allegations
April 1995
Customer Dispute
February 1995
Settled
Criminal
April 1989
Final Disposition
Other Business ActivitiesSells Insurance

Ari occasionally sells insurance products to clients outside of Guardian's product line since 1997, dedicating minimal time to this activity. This activity is investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2008 - Present · 18 yrs 3 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs
Previous Registrations
Guardian Investor Services CorporationBroker
January 1997 - May 1999 · 2 yrs 4 mos
H.J. Meyers & CO., INC.Broker
December 1992 - May 1995 · 2 yrs 5 mos
State Registrations16 states
CACOCTFLKYMAMDMENHNYORPASCTXVAVT
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.