Danny Recht is a registered investment advisor at Park Avenue Securities LLC, based in San Diego, CA, with 17 years of industry experience. Danny 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
5280 Carroll Canyon Road, Suite 300, San Diego, CA, 92121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danny is involved with several organizations, including Jewish Family Services, FIDF Board, and AIPAC. He also operates real estate investments through BTFD, LLC, DGR Investments, LLC, and Beach Breeze Property Management Inc, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Liberty Partners Financial Services, LLCBroker
State Registrations17 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.