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Rodney Suzuki

Park Avenue Securities LLC
18 Years of Experience
Campbell, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Rodney Suzuki is a registered investment advisor at Park Avenue Securities LLC, based in Campbell, CA, with 18 years of industry experience. Rodney 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

910 E. Hamilton Avenue, Suite 150, Campbell, CA, 95008

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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
February 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Rodney is involved in outside insurance sales since May 2023. This activity takes a few hours per week and is not investment-related, with less than 10% annual compensation.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2026 - Present · 8 mos
Park Avenue Securities LLC
February 2026 - Present · 8 mos
Park Avenue Securities LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
Park Avenue Securities LLC
June 2023 - December 2025 · 2 yrs 6 mos
Park Avenue Securities LLCBroker
June 2023 - December 2025 · 2 yrs 6 mos
Cuso Financial Services, L.P.
March 2022 - November 2022 · 8 mos
Cuso Financial Services, L.P.Broker
March 2022 - November 2022 · 8 mos
MML Investors Services, LLCBroker
September 2021 - March 2022 · 6 mos
MML Investors Services, LLC
September 2021 - March 2022 · 6 mos
Prudential Financial Planning Services
January 2018 - August 2021 · 3 yrs 7 mos
Pruco Securities, LLC.Broker
January 2018 - August 2021 · 3 yrs 7 mos
MML Investors Services, LLC
September 2011 - January 2018 · 6 yrs 4 mos
MML Investors Services, LLCBroker
June 2011 - January 2018 · 6 yrs 7 mos
Charles Schwab & CO., INC.Broker
February 2001 - March 2005 · 4 yrs 1 mo
State Registrations2 states
CAWA
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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