Misty Petrosino
Misty Petrosino is a registered investment advisor at Park Avenue Securities LLC, based in Charlotte, NC, with 29 years of industry experience. Misty 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
6115 Park South Drive, Suite 200, Charlotte, NC, 28210
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Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Misty sells fixed insurance products from carriers other than Guardian when Guardian's products are not suitable for the client, dedicating a few hours per week. She also works with Target Market Institute, LLC, spending about a quarter of her time on this non-investment related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
New England SecuritiesBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Mony Securities CorporationBroker
Nylife Securities INC.Broker
State Registrations4 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.