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Robert Bukacek

Park Avenue Securities LLC
16 Years of Experience
Irvine, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Bukacek is a registered investment advisor at Park Avenue Securities LLC, based in Irvine, CA, with 16 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2875 Michelle Drive, Suite 110, Irvine, CA, 92606

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert rents out a vacation home through AirBnB, dedicating about 10-20% of his time. He also sells and services insurance products outside of Guardian insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Park Avenue Securities LLC
November 2013 - Present · 12 yrs 11 mos
Park Avenue Securities LLC
October 2013 - Present · 13 yrs
Park Avenue Securities LLCBroker
October 2013 - Present · 13 yrs
Previous Registrations
MML Investors Services, LLC
September 2010 - June 2012 · 1 yr 9 mos
MML Investors Services, LLCBroker
September 2010 - June 2012 · 1 yr 9 mos
Sagepoint Financial, INC.Broker
July 2008 - March 2010 · 1 yr 8 mos
State Registrations15 states
AZCAFLGAIDILMDMONCNMNVORTXUTWY
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.
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