AG
AG

Andrew Gozinsky

28 Years of Experience
Melville, NY
BrokerSells Insurance

Andrew Gozinsky is a registered investment advisor at Park Avenue Securities LLC, based in Melville, NY, with 28 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

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.

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Location

225 Broadhollow Road, Suite 105, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew uses non-proprietary insurance products outside of Guardian based on client needs, dedicating a few hours per week to this. He also has a Juris Doctor degree but is not an active member of the NYS bar.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2021 - Present · 5 yrs 3 mos
Park Avenue Securities LLC
November 2004 - Present · 21 yrs 8 mos
Park Avenue Securities LLCBroker
November 2004 - Present · 21 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 1998 - November 2004 · 6 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
February 1998 - January 2002 · 3 yrs 11 mos
State Registrations20 states
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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.
Andrew Gozinsky - Financial Advisor | TrueAdvisor