Aaron Wolfe

Park Avenue Securities LLC

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningEducation Planning

Park Avenue Securities LLC

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

Location

6255 Sterners Way, Bethlehem, PA, 18017

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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.

Employment History

Current Registrations

Park Avenue Securities LLC

January 2025 - Present · 1 yr 1 mo

Park Avenue Securities LLC

January 2025 - Present · 1 yr 1 mo

Park Avenue Securities LLCBroker

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Wells Fargo Clearing Services, LLC

July 2021 - September 2023 · 2 yrs 2 mos

Wells Fargo Clearing Services, LLCBroker

July 2021 - September 2023 · 2 yrs 2 mos

Fidelity Personal and Workplace Advisors

April 2021 - June 2021 · 2 mos

Fidelity Brokerage Services LLCBroker

April 2021 - June 2021 · 2 mos

Wells Fargo Clearing Services, LLC

August 2017 - October 2019 · 2 yrs 2 mos

Wells Fargo Clearing Services, LLCBroker

August 2017 - October 2019 · 2 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

January 2009 - July 2016 · 7 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 2006 - July 2016 · 9 yrs 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.