BH
BH

Bruce Hyman

32 Years of Experience
South Wales, NY
Broker

Bruce Hyman is a registered investment advisor at Park Avenue Securities LLC, based in South Wales, NY, with 32 years of industry experience. Bruce 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.

Loading...

Location

7286 Olean Road, Building 1, South Wales, NY, 14139

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Bruce is associated with Life Designs agency Inc.-LLC, which is currently not in use but intended for future business activity. This activity is not investment-related and requires no time commitment.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2021 - Present · 5 yrs 1 mo
Park Avenue Securities LLCBroker
September 2002 - Present · 23 yrs 8 mos
Previous Registrations
MML Investors Services, INC.Broker
March 2000 - September 2002 · 2 yrs 6 mos
Park Avenue Securities LLCBroker
May 1999 - March 2000 · 10 mos
Guardian Investor Services CorporationBroker
March 1994 - May 1999 · 5 yrs 2 mos
First Investors CorporationBroker
June 1993 - August 1993 · 2 mos
State Registrations11 states
AZCACOCTFLNCNYORPATXVA
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.
Bruce Hyman - Financial Advisor | TrueAdvisor