Robert Farrell
Robert Farrell is a registered investment advisor at Park Avenue Securities LLC, based in Wall, NJ, with 16 years of industry experience. Robert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2111 Rt 34 South, Suite 100, Wall, NJ, 07719
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved in several outside business activities, including serving on the Colts Neck Zoning Board, providing business planning and management advice through Blanton Research LLC, and acting as a FINRA arbitrator. Robert also sells life, disability, and fixed insurance products outside of Guardian, and is a trustee for a family friend.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Tullett Prebon Financial Services LLCBroker
Crt Capital Group LLCBroker
First New York Securities L.L.C.Broker
Genesis Securities, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Countrywide Securities CorporationBroker
State Registrations23 states
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.