PR
PR

Paul Russotto

15 Years of Experience
Woodcliff Lake, NJ
Broker

Paul Russotto is a registered investment advisor at Park Avenue Securities LLC, based in Woodcliff Lake, NJ, with 15 years of industry experience. Paul 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

50 Tice Blvd, Suite 280, Woodcliff Lake, NJ, 07677

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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 Activities

Paul spends minimal time on outside business activities. These include a real estate investment and serving as President of Matawan LeTip.

Employment History
Current Registrations
Park Avenue Securities LLC
July 2018 - Present · 8 yrs 2 mos
Park Avenue Securities LLC
April 2018 - Present · 8 yrs 5 mos
Park Avenue Securities LLCBroker
April 2018 - Present · 8 yrs 5 mos
Previous Registrations
Park Avenue Securities LLCBroker
July 2013 - January 2017 · 3 yrs 6 mos
Elevation, LLCBroker
May 2011 - September 2011 · 4 mos
Esn North America, INC.Broker
March 2007 - May 2011 · 4 yrs 2 mos
State Registrations7 states
DCFLILNCNJNYPA
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.