Zisel Rosen
Zisel Rosen is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 30 years of industry experience. Zisel 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
535 Fifth Avenue, 13th Floor, New York, NY, 10017
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Regulatory History (2)
Employment Separation After Allegations
December 2006Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Zisel sells non-Guardian fixed insurance products, dedicating minimal time to this activity. He also serves as Treasurer for Kingswood A Condominium Association, spending minimal time and receiving no compensation.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Nylife Securities 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.