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Faisal Shahed

21 Years of Experience
New York, NY
1 DisclosureBroker

Faisal Shahed is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 21 years of industry experience. Faisal 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

535 Fifth Avenue, 13th Floor, New York, NY, 10017

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History

Regulatory History (1)
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Judgment / Lien
September 2014
Employment History
Current Registrations
Park Avenue Securities LLC
October 2010 - Present · 15 yrs 9 mos
Park Avenue Securities LLCBroker
March 2005 - Present · 21 yrs 4 mos
State Registrations14 states
CTFLGALAMEMNNCNJNYOHRISCTXVA
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.
Faisal Shahed - Financial Advisor | TrueAdvisor