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Nebojsa Subotic

21 Years of Experience
Honolulu, HI
BrokerSells Insurance

Nebojsa Subotic is a registered investment advisor at Park Avenue Securities LLC, based in Honolulu, HI, with 21 years of industry experience. Nebojsa 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

500 Ala Moana Blvd, Suite 3-400, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nebojsa is involved in several business activities, including insurance services, rental properties, identity theft protection, and various LLCs related to real estate, risk management, and a holding company. He dedicates a significant amount of time (nearly full-time) to WestPac Holding Company LLC.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2008 - Present · 18 yrs 6 mos
Park Avenue Securities LLCBroker
September 2007 - Present · 18 yrs 10 mos
Previous Registrations
Signator Investors, INC.
August 2007 - August 2007 · 0 mos
Signator Investors, INC.Broker
June 2004 - August 2007 · 3 yrs 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.