Amy Lampert is a registered investment advisor at Park Avenue Securities LLC, based in Needham, MA, with 49 years of industry experience. Amy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
160 Gould Street, Suite 310, Needham, MA, 02494
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Regulatory History
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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Amy serves as a FINRA arbitrator, consults on organizational change and executive coaching, and is a trustee for the Brookline Symphony Orchestra. She also teaches at Brookline High School Community and Adult Education and has an inactive RIA.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
NFP Securities, INC.Broker
Sentinel Pension Advisors INC
The Lampert Advisory Group
Sentinel Securities, INC.Broker
Dreyfus Service CorporationBroker
Linsco/private Ledger CORP.Broker
Nathan & Lewis Securities, INC.Broker
Painewebber IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Shearson Loeb Rhoades INC.Broker
Tucker, Anthony & R. L. Day, INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations9 states
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.