AB
ChFC
AB
ChFC

Adam J Boyer

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1757 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

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Location

150 South Warner Road, Suite 120, King of Prussia, PA, 19406

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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

Adam is involved in a brokerage-insurance brokerage since 2009, dedicating minimal time. He also owns rental property since 2021, spending a few hours per week.

Employment History
Current Registrations
Park Avenue Securities LLC
November 2018 - Present · 7 yrs 3 mos
Park Avenue Securities LLCBroker
January 2008 - Present · 18 yrs 1 mo
Park Avenue Securities LLC
January 2008 - Present · 18 yrs 1 mo
Previous Registrations
Mutual Service CorporationBroker
September 2004 - September 2007 · 3 yrs
State Registrations40 states
ALAZCACOCTDCFLGAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.