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Matthew Hart

Park Avenue Securities LLC
32 Years of Experience
Columbus, OH
2 DisclosuresBroker
View SEC Summary
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Matthew Hart is a registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 32 years of industry experience. Matthew 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
1914 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

8425 Pulsar Place, Suite 450, Columbus, OH, 43240

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History

Regulatory History (2)
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
September 2018
Denied
Customer Dispute
August 2011
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Park Avenue Securities LLC
August 2024 - Present · 2 yrs 2 mos
Park Avenue Securities LLC
July 2024 - Present · 2 yrs 3 mos
Park Avenue Securities LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Retirement Plans, INC.
March 2023 - March 2024 · 1 yr
LPL Financial LLC
October 2017 - March 2023 · 5 yrs 5 mos
LPL Financial LLCBroker
October 2017 - March 2023 · 5 yrs 5 mos
MML Investors Services, LLC
March 2017 - October 2017 · 7 mos
MML Investors Services, LLCBroker
March 2017 - October 2017 · 7 mos
Msi Financial Services, INC.
December 2005 - March 2017 · 11 yrs 3 mos
Msi Financial Services, INC.Broker
December 2005 - March 2017 · 11 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Financial Services LLC
January 2000 - January 2006 · 6 yrs
Citistreet Equities LLCBroker
June 1994 - December 2005 · 11 yrs 6 mos
State Registrations2 states
AZOH
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.
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