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Michael Tisch

27 Years of Experience
Tampa, FL
3 DisclosuresBrokerSells Insurance

Michael Tisch is a registered investment advisor at Park Avenue Securities LLC, based in Tampa, FL, with 27 years of industry experience. Michael 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

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.
Financial
April 2020
Final
Customer Dispute
March 2000
Settled
Customer Dispute
July 1999
Withdrawn
Other Business ActivitiesSells Insurance

Michael sells fixed life insurance products and processes insurance and equity business through Sports Wealth Asset Group LLC. He is also a passive owner of K SoHo Salon Tampa LLC and provides business consulting, dedicating about a quarter of his time to the latter.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2025 - Present · 1 yr 3 mos
Park Avenue Securities LLC
May 2010 - Present · 16 yrs
Park Avenue Securities LLCBroker
May 2010 - Present · 16 yrs
Previous Registrations
J.P. Turner & Company, L.L.C.Broker
February 2009 - February 2010 · 1 yr
J.P. Turner & Company, L.L.C.Broker
May 1998 - February 2007 · 8 yrs 9 mos
First Metropolitan Securities, INC.Broker
May 1996 - May 1998 · 2 yrs
State Registrations13 states
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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.