Angela Egbert is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 18 years of industry experience. Angela 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
10 Hudson Yards, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela owns rental property since 2014, dedicating minimal time to it. She receives 10-25% annual compensation from this investment-related activity.
Employment History
Current Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Janney Montgomery Scott LLCBroker
Oppenheimer & CO. INC.Broker
Wells Fargo Advisors, LLCBroker
Morgan Stanley & CO., IncorporatedBroker
State Registrations2 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.