Shane Stromei
Shane Stromei is a registered investment advisor at Park Avenue Securities LLC, based in Huntsville, AL, with 24 years of industry experience. Shane 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
122 Southside Square, Suite A, Huntsville, AL, 35801
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Regulatory History (1)
Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Shane serves on the board of directors for Madison Academy, is a deacon at Mayfair Church of Christ, and is involved with L2 Mindset Group, dedicating minimal time to each. Shane also does insurance brokering, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 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.