JS
CFP · ChFC
JS
CFP · ChFC

Joseph Sciabica

29 Years of Experience
Beacon, NY
BrokerSells Insurance

Joseph Sciabica is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Beacon, NY, with 29 years of industry experience. Joseph 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

6 Eliza Street, suite 13, Beacon, NY, 12508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph teaches the LBS Fundamental curriculum and coordinates volunteer activities for Regis High School. He also intends to sell life and disability insurance and is a member of Patel & Sciabica LLC, Beacon Collaborative, and Patel and Sciabica Financial Group LLC.

Employment History
Current Registrations
Park Avenue Securities LLC
December 2004 - Present · 21 yrs 5 mos
Park Avenue Securities LLC
January 2001 - Present · 25 yrs 4 mos
Park Avenue Securities LLCBroker
January 2001 - Present · 25 yrs 4 mos
Previous Registrations
Mony Securities CorporationBroker
March 1999 - August 1999 · 5 mos
Metlife Securities INC.Broker
February 1998 - November 1998 · 9 mos
Metropolitan Life Insurance CompanyBroker
February 1998 - November 1998 · 9 mos
American Express Financial Advisors INC.Broker
November 1994 - December 1997 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
November 1994 - December 1997 · 3 yrs 1 mo
State Registrations17 states
CACTDCFLGAKYMAMDNCNJNYOHPASCTNVAWA
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.