Yan Katz
Yan Katz is a registered investment advisor at Park Avenue Securities LLC, based in Needham, MA, with 15 years of industry experience. Yan 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
160 Gould Street, Suite 310, Needham, MA, 02494
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yan sits on the board for the Bulfinch Charitable Foundation and is a co-managing member of HUB Wealth Strategies, LLC, established for marketing financial practices, dedicating about 10-20% of their time. Yan also sells life, disability, and fixed annuities outside of Guardian and Innovative Underwriters, spending a few hours per week on this activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations26 states
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