Michael Schwartz
Michael Schwartz is a registered investment advisor at Park Avenue Securities LLC, based in Holmdel, NJ, with 18 years of industry experience. Michael 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
101 Crawfords Corner Road, Suite 2405, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History (5)
Regulatory
April 2014Regulatory
July 2013Regulatory
July 2013Regulatory
March 2013Employment Separation After Allegations
May 2011Other Business ActivitiesSells Insurance
Michael sells non-Guardian insurance products since 2008, dedicating minimal time. He also formed Schwartz Planning Group, LLC in 2023 as a DBA for his business, dedicating about two-thirds of his time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations33 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.