Steven Mense
Steven Mense is a registered investment advisor at Park Avenue Securities LLC, based in Mount Sinai, NY, with 30 years of industry experience. Steven 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
Mount Sinai, NY
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2010Customer Dispute
January 2010Customer Dispute
June 2005Other Business Activities
Steven is the owner of Judas Enterprises, a real estate business, since 2020. He spends about 10-20% of his time on this, with minimal time spent during trading hours.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Merit Capital Associates, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
Investors Associates, INC.Broker
Americorp Securities, INC.Broker
The Harriman Group, 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.