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CFP
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CFP

Joyce Chan

Park Avenue Securities LLC
20 Years of Experience
Old Bridge, NJ
Broker
View SEC Summary
View SEC Summary

Joyce Chan is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Old Bridge, NJ, with 20 years of industry experience. Joyce 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

Old Bridge, NJ

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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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Employment History
Current Registrations
Park Avenue Securities LLC
October 2016 - Present · 10 yrs
Park Avenue Securities LLC
October 2016 - Present · 10 yrs
Park Avenue Securities LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Msi Financial Services, INC.
September 2008 - October 2016 · 8 yrs 1 mo
New England Securities Corporation
September 2008 - April 2014 · 5 yrs 7 mos
Tower Square Securities, INC.
September 2008 - September 2013 · 5 yrs
Walnut Street Securities, INC.
September 2008 - September 2013 · 5 yrs
Msi Financial Services, INC.Broker
March 2008 - October 2016 · 8 yrs 7 mos
New England SecuritiesBroker
March 2008 - April 2014 · 6 yrs 1 mo
Tower Square Securities, INC.Broker
March 2008 - September 2013 · 5 yrs 6 mos
Walnut Street Securities, INC.Broker
March 2008 - September 2013 · 5 yrs 6 mos
Metlife Securities INC.Broker
July 2006 - March 2008 · 1 yr 8 mos
New England SecuritiesBroker
July 2006 - March 2008 · 1 yr 8 mos
Tower Square Securities, INC.Broker
July 2006 - March 2008 · 1 yr 8 mos
Walnut Street Securities, INC.Broker
July 2006 - March 2008 · 1 yr 8 mos
Metropolitan Life Insurance CompanyBroker
July 2006 - July 2007 · 1 yr
UBS Financial Services INC.Broker
November 2005 - June 2006 · 7 mos
State Registrations2 states
NJNY
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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