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Pamela Wise

Park Avenue Securities LLC
18 Years of Experience
San Antonio, TX
1 DisclosureBroker
View SEC Summary
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Pamela Wise is a registered investment advisor at Park Avenue Securities LLC, based in San Antonio, TX, with 18 years of industry experience. Pamela 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

2018 Avenue B, Floor 3, San Antonio, TX, 78215

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History

Regulatory History (1)
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
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Park Avenue Securities LLC
November 2025 - Present · 11 mos
Park Avenue Securities LLC
May 2025 - Present · 1 yr 5 mos
Park Avenue Securities LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Farmers Financial Solutions, LLCBroker
May 2020 - September 2023 · 3 yrs 4 mos
Midwestern Securities Trading Company, LLCBroker
August 2016 - April 2017 · 8 mos
Investment Professionals, INC.Broker
November 2014 - June 2016 · 1 yr 7 mos
MML Investors Services, LLCBroker
February 2014 - November 2014 · 9 mos
Nylife Securities LLCBroker
October 2006 - January 2014 · 7 yrs 3 mos
Allstate Financial Services, LLCBroker
April 2005 - October 2006 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
March 2004 - April 2005 · 1 yr 1 mo
American Express Financial Advisors, INC.
March 2004 - April 2005 · 1 yr 1 mo
American Express Financial Advisors INC.Broker
March 2004 - April 2005 · 1 yr 1 mo
AXA Advisors, LLCBroker
September 2003 - March 2004 · 6 mos
AXA Advisors, LLC
September 2003 - March 2004 · 6 mos
State Registrations1 state
TX
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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