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Michael Blackwell

Park Avenue Securities LLC
22 Years of Experience
Rye Brook, NY
2 DisclosuresBroker
View SEC Summary
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Michael Blackwell is a registered investment advisor at Park Avenue Securities LLC, based in Rye Brook, NY, with 22 years of industry experience. Michael 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

800 Westchester Avenue, 4th Floor Suite N409, Rye Brook, NY, 10573

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History

Regulatory History (2)
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
January 2023
Denied
Criminal
December 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael coaches ski club students on weekends at Mount Snow, starting in 2017. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLCBroker
February 2016 - Present · 10 yrs 8 mos
Park Avenue Securities LLC
February 2016 - Present · 10 yrs 8 mos
Park Avenue Securities LLC
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
AXA Advisors, LLCBroker
September 2008 - March 2016 · 7 yrs 6 mos
AXA Advisors, LLC
September 2008 - March 2016 · 7 yrs 6 mos
Banc of America Investment Services, INC.
November 2005 - September 2008 · 2 yrs 10 mos
Banc of America Investment Services, INC.Broker
September 2005 - September 2008 · 3 yrs
Park Avenue Securities LLCBroker
August 2002 - April 2004 · 1 yr 8 mos
State Registrations35 states
AZCACOCTDEFLGAHIIDILINKYLAMAMDMEMIMNMONCNHNJNMNVNYOHORPASCTXVAVTWAWIWV
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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