Suzanne Novelli is a registered investment advisor at Park Avenue Securities LLC, based in Buffalo, NY, with 30 years of industry experience. Suzanne 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
600 Delaware Avenue, Buffalo, NY, 14202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Suzanne is the treasurer and board member of Suburban Adult Services Foundation, providing financial oversight and investment direction, dedicating minimal time. She also provides accounting services for her husband's medical practice, spending a few hours per week, and serves as executor/trustee for family members' wills/trusts and holds power of attorney, dedicating minimal time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Berkshire Equity Sales, INC.Broker
Berkshire Equity Sales, INC.Broker
State Registrations12 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.