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Yahtiebo Bailey

19 Years of Experience
New York, NY
1 DisclosureBroker

Yahtiebo Bailey is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 19 years of industry experience. Yahtiebo 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

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.

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Location

535 Fifth Avenue, 13th Floor, New York, NY, 10017

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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
June 2011
Closed-No Action
Employment History
Current Registrations
Park Avenue Securities LLC
November 2025 - Present · 6 mos
Park Avenue Securities LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Phx Financial, INC.Broker
April 2013 - August 2022 · 9 yrs 4 mos
Charles Vista LLCBroker
October 2012 - April 2013 · 6 mos
PHD CapitalBroker
July 2011 - June 2012 · 11 mos
E1 Asset Management, INC.Broker
January 2004 - June 2011 · 7 yrs 5 mos
Raike Financial Group INC.Broker
May 2003 - September 2003 · 4 mos
State Registrations4 states
FLGANYTX
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.