TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Alex Stivrins

Park Avenue Securities LLC
29 Years of Experience
Phoenix, AZ
Broker
View SEC Summary
View SEC Summary

Alex Stivrins is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Phoenix, AZ, with 29 years of industry experience. Alex 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

5080 North 40th St., Suite 400, Phoenix, AZ, 85018

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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 Activities

Alex participates in the Phoenix Suns 30th Anniversary Reunion, spending minimal time per month. This activity is not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
March 2001 - Present · 25 yrs 7 mos
Park Avenue Securities LLC
March 2001 - Present · 25 yrs 7 mos
Park Avenue Securities LLCBroker
March 2001 - Present · 25 yrs 7 mos
Previous Registrations
Prudential Securities IncorporatedBroker
September 1997 - March 2001 · 3 yrs 6 mos
State Registrations28 states
AZCACOCTDCDEFLGAINKSMDMEMINCNENJNMNVNYOKORPASCTNTXUTVAWA
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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