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Dibyendu De

15 Years of Experience
Atlanta, GA
BrokerSells Insurance

Dibyendu De is a registered investment advisor at Park Avenue Securities LLC, based in Atlanta, GA, with 15 years of industry experience. Dibyendu 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

5600 Glenridge Dr., Suite 600 East, Atlanta, GA, 30342

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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 ActivitiesSells Insurance

Dibyendu engages in non-registered broker activity involving the sales and service of life, health, disability, and long-term care insurance, dedicating about 10-20% of his time. He spends a few hours per week on this activity during securities trading.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2018 - Present · 7 yrs 7 mos
Park Avenue Securities LLC
September 2018 - Present · 7 yrs 8 mos
Park Avenue Securities LLCBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - August 2018 · 1 yr 5 mos
MML Investors Services, LLCBroker
March 2017 - August 2018 · 1 yr 5 mos
Msi Financial Services, INC.
May 2015 - March 2017 · 1 yr 10 mos
Msi Financial Services, INC.Broker
May 2010 - March 2017 · 6 yrs 10 mos
State Registrations3 states
CAGAOK
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.