Allison Henek
Allison Henek is a registered investment advisor at Park Avenue Securities LLC, based in Melville, NY, with 19 years of industry experience. Allison 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
225 Broadhollow Road, Suite 105, Melville, NY, 11747
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2018Customer Dispute
February 2018Customer Dispute
January 2016Customer Dispute
July 2014Regulatory
January 2011Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Allison is involved in two outside business activities. She sells insurance outside of Guardian, dedicating minimal time, and works as a corporate analyst for a hospital, taking about half of her time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 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.