Adam D Cline

CFP · ChFC

Park Avenue Securities LLC

27 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningEducation Planning

Park Avenue Securities LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1757 advisors

Number of Clients

71,074 clients

Average Client Portfolio

$211K average

Assets Under Management

$15.0B

Fee Structure

Location

200 Broadhollow Road, Suite 405, Melville, NY, 11747

Get directions

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.

Employment History

Current Registrations

Park Avenue Securities LLC

September 2006 - Present · 19 yrs 5 mos

Park Avenue Securities LLCBroker

May 1999 - Present · 26 yrs 9 mos

Previous Registrations

Guardian Investor Services CorporationBroker

January 1998 - May 1999 · 1 yr 4 mos

State Registrations5 states

COCTFLNJNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.