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CFP
BP
CFP

Brian Palkowitsh

Park Avenue Securities LLC
27 Years of Experience
Hollywood, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Palkowitsh is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Hollywood, FL, with 27 years of industry experience. Brian 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.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4000 Hollywood Blvd, 310 N, Hollywood, FL, 33021

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2021
View Full SEC ReportHow to Read Disclosures
Other 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
December 2024 - Present · 1 yr 10 mos
Park Avenue Securities LLCBroker
August 2024 - Present · 2 yrs 2 mos
Park Avenue Securities LLC
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
PFS Investments INC.Broker
May 2024 - August 2024 · 3 mos
Ameriprise Financial Services, LLCBroker
February 2014 - March 2021 · 7 yrs 1 mo
Ameriprise Financial Services, LLC.
February 2014 - March 2021 · 7 yrs 1 mo
Transamerica Financial Advisors, INC.
September 2009 - February 2014 · 4 yrs 5 mos
Transamerica Financial Advisors, INCBroker
September 2009 - February 2014 · 4 yrs 5 mos
Transamerica Financial Advisors, INC.
January 1998 - September 2009 · 11 yrs 8 mos
Transamerica Financial Advisors, INC.Broker
February 1996 - September 2009 · 13 yrs 7 mos
State Registrations6 states
COFLKSOHOKTX
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.
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Brian Palkowitsh - Financial Advisor | TrueAdvisor