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Gregory Campanile

19 Years of Experience
Shrewsbury, NJ
BrokerSells Insurance

Gregory Campanile is a registered investment advisor at Park Avenue Securities LLC, based in Shrewsbury, NJ, with 19 years of industry experience. Gregory 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

1040 Broad Street, Suite 202, Shrewsbury, NJ, 07702-4331

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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.

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Other Business ActivitiesSells Insurance

Gregory is involved with Health Insurance Group Benefits, dedicating minimal time. This activity is investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2016 - Present · 10 yrs 3 mos
Park Avenue Securities LLCBroker
November 2015 - Present · 10 yrs 10 mos
Previous Registrations
Maxim Group LLCBroker
August 2014 - November 2015 · 1 yr 3 mos
Lazard Capital Markets LLCBroker
June 2013 - August 2014 · 1 yr 2 mos
Direct Access Partners LLCBroker
September 2009 - May 2013 · 3 yrs 8 mos
Vdm Institutional Brokerage, LLCBroker
July 2008 - September 2009 · 1 yr 2 mos
Van Der Moolen Specialists USA, LLCBroker
May 2007 - August 2007 · 3 mos
Vdm Trading, LLCBroker
May 2007 - November 2008 · 1 yr 6 mos
Van Der Moolen Specialists USA, LLCBroker
August 2006 - May 2007 · 9 mos
Van Der Moolen Specialists USA, LLCBroker
June 2006 - August 2006 · 2 mos
State Registrations16 states
CACTDEFLILMDNCNJNYOKPASCTNTXVAWA
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.