Shawna Minervini
Shawna Minervini is a registered investment advisor at Park Avenue Securities LLC, based in Charlotte, NC, with 22 years of industry experience. Shawna 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
Charlotte, NC
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Regulatory History (1)
Employment Separation After Allegations
February 2021Other Business Activities
Shawna is a real estate broker with Farms & Estates Realty since May 2022, dedicating a few hours per week to this activity. She receives more than 10% annual compensation from this investment-related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
First Allied Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Evergreen Investment Services, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations1 state
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.