Joseph Sciabica
Joseph Sciabica is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Beacon, NY, with 30 years of industry experience. Joseph 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $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
Location
6 Eliza Street, suite 13, Beacon, NY, 12508
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Regulatory History
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.
Learn about disclosures →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
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Mony Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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.
Exams
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