Nicholas Panagiotakis
Nicholas Panagiotakis is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Newton, PA, with 23 years of industry experience. Nicholas 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $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
Location
Newton, PA
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Regulatory History (1)
Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Nicholas sells insurance products other than Guardian, Health, long term care, and P&C since 2008. This activity requires minimal time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
International Planning Alliance, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations23 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.