Maynard Miller
Maynard Miller is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 31 years of industry experience. Maynard 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
10 Hudson Yards, New York, NY, 10001
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Regulatory History (1)
Regulatory
March 2003Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Puritan Wealth Management Group
Puritan Brokerage Services, INC.Broker
First Legacy Securities, LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Waddell & Reed, INC.Broker
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.