Sanford Aderson is a registered investment advisor at Park Avenue Securities LLC, based in Naples, FL, with 24 years of industry experience. Sanford 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
5811 Pelican Bay Boulevard, Suite 302, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sanford is a trustee of a family trust, advises on legal matters, and consults for Hyperloop Technologies Inc. He also serves as a board member of Westmoreland Country Club and is a general agent for Guardian through Lifetime Financial Growth companies, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations52 states
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