Brian Palkowitsh
Brian Palkowitsh is a registered investment advisor at Park Avenue Securities LLC, based in Hollywood, FL, with 26 years of industry experience. Brian 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
4000 Hollywood Blvd, 310 N, Hollywood, FL, 33021
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2021Other Business ActivitiesSells Insurance
Brian is involved in several outside business activities, including NP Companies, Urban Village at 5th Ave, real estate ownership, mineral income, commercial real estate, and Rotary International. He also sells insurance products other than Guardian and serves as a power of attorney for multiple individuals, as well as treasurer for the Rotary Club of Ft Lauderdale/Cypress Creek.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
PFS Investments INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
State Registrations5 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.