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Peter Vitale

Park Avenue Securities LLC
28 Years of Experience
Staten Island, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Peter Vitale is a registered investment advisor at Park Avenue Securities LLC, based in Staten Island, NY, with 28 years of industry experience. Peter 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
1914 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

6939 Amboy Road, Staten Island, NY, 10309

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History

Regulatory History (2)
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.
Financial
January 2019
Final
Customer Dispute
November 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter works as an insurance broker selling products other than Guardian. This activity takes a few hours per week.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2020 - Present · 6 yrs 8 mos
Park Avenue Securities LLCBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - December 2019 · 2 yrs 9 mos
Metlife Securities INC.
May 2012 - December 2015 · 3 yrs 7 mos
Msi Financial Services, INC.Broker
December 2007 - March 2017 · 9 yrs 3 mos
Multi-Financial Securities CorporationBroker
January 2006 - December 2007 · 1 yr 11 mos
Usallianz Securities, INC.Broker
February 2005 - January 2006 · 11 mos
Metlife Securities INC.Broker
January 1997 - June 2003 · 6 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
January 1997 - June 2003 · 6 yrs 5 mos
State Registrations8 states
ARCTFLILINNJNYPA
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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