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Kwabena Leek

20 Years of Experience
Atlanta, GA
Broker

Kwabena Leek is a registered investment advisor at Park Avenue Securities LLC, based in Atlanta, GA, with 20 years of industry experience. Kwabena 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

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.

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Location

Atlanta, GA

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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.

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Employment History
Current Registrations
Park Avenue Securities LLC
January 2025 - Present · 1 yr 6 mos
Park Avenue Securities LLCBroker
January 2025 - Present · 1 yr 6 mos
Park Avenue Securities LLC
January 2025 - Present · 1 yr 6 mos
Previous Registrations
U.S. Bancorp Investments, INC.
March 2023 - January 2025 · 1 yr 10 mos
U.S. Bancorp Investments, INC.Broker
March 2023 - January 2025 · 1 yr 10 mos
Nationwide Investment Services CorporationBroker
September 2021 - March 2023 · 1 yr 6 mos
Nationwide Investment Advisors, LLC
September 2021 - March 2023 · 1 yr 6 mos
Cambridge Investment Research Advisors, INC.
March 2016 - September 2021 · 5 yrs 6 mos
Cambridge Investment Research, INC.Broker
February 2016 - September 2021 · 5 yrs 7 mos
North Capital Private Securities CorporationBroker
March 2015 - April 2015 · 1 mo
Security Capital Brokerage, INC.Broker
July 2014 - November 2014 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2012 - July 2014 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - July 2014 · 1 yr 8 mos
E*trade Capital Management, LLC
May 2012 - July 2012 · 2 mos
E*trade Securities LLCBroker
May 2012 - July 2012 · 2 mos
Chase Investment Services CORP.
September 2010 - April 2012 · 1 yr 7 mos
Chase Investment Services CORP.Broker
September 2010 - April 2012 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2008 - August 2010 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - August 2010 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - May 2008 · 9 mos
E*trade Securities LLCBroker
May 2007 - June 2007 · 1 mo
Suntrust Investment Services, INC.
September 2005 - March 2007 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
Oppenheimer & CO. INC.Broker
September 2004 - September 2005 · 1 yr
The Malachi Group, INC.Broker
April 2002 - September 2002 · 5 mos
Wachovia Securities, INC.Broker
May 2001 - May 2002 · 1 yr
Mclaughlin, Piven, Vogel Securities, INC.Broker
August 2000 - February 2001 · 6 mos
State Registrations1 state
GA
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.