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CFP

Thomas Wyatt

Park Avenue Securities LLC
26 Years of Experience
Columbus, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Thomas Wyatt is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 26 years of industry experience. Thomas 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

8425 Pulsar Place, Suite 450, Columbus, OH, 43240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is involved in several business activities, including consulting on retirement plans, providing legal services, and serving on the SFSP National Foundation Board. He also has ownership interests in Lifetime Financial Growth of Central Ohio and LFG of Ohio, LLC, and is a minority partner in Structured Employee Benefits of Ohio / LFG Benefits, specializing in group and health insurance.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2004 - Present · 22 yrs 4 mos
Park Avenue Securities LLCBroker
October 1999 - Present · 27 yrs
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWIWV
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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