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Matthew Diteresa

Park Avenue Securities LLC
21 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Matthew Diteresa is a registered investment advisor at Park Avenue Securities LLC, based in Austin, TX, with 21 years of industry experience. Matthew 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

9442 Capital of Tx Hwy N, Suite 680, Austin, TX, 78759

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History

Regulatory History (1)
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Customer Dispute
August 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew has contracts with outside insurance carriers and operates his financial planning, insurance, and investment business through Forum Financial Group DBA, dedicating nearly full-time hours to it. He also holds various positions including treasurer for St. Dominic Savio Catholic High School, executor of an estate, and is involved in several holding and management companies, as well as serving on the board of directors for St. Louis King of France.

Employment History
Current Registrations
Park Avenue Securities LLC
August 2015 - Present · 11 yrs 2 mos
Park Avenue Securities LLCBroker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Eagle Strategies LLC
January 2014 - July 2015 · 1 yr 6 mos
Nylife Securities LLCBroker
January 2005 - July 2015 · 10 yrs 6 mos
State Registrations11 states
CACOILINLAMNNCORPATXWA
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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Matthew Diteresa - Financial Advisor | TrueAdvisor