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ChFC

Ashvin Chheda

Park Avenue Securities LLC
22 Years of Experience
Addison, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ashvin Chheda is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Addison, TX, with 22 years of industry experience. Ashvin 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

15303 North Dallas Parkway Tower Ii, Suite 550, Addison, TX, 75001

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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

Ashvin sells whole life, term life, fixed annuities, disability income insurance, and long-term care insurance. This activity takes minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2006 - Present · 20 yrs 8 mos
Park Avenue Securities LLC
May 2004 - Present · 22 yrs 5 mos
Park Avenue Securities LLCBroker
May 2004 - Present · 22 yrs 5 mos
State Registrations41 states
ALARAZCACOCTDCFLGAHIILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWI
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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