Marc Shapiro
Marc Shapiro is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 14 years of industry experience. Marc 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
437 Madison Avenue, 29th Floor, New York, NY, 10022
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Regulatory History (2)
Financial
November 2020Financial
October 2018Other Business ActivitiesSells Insurance
Marc assists clients in obtaining life and disability insurance outside of Berkshire or Guardian, spending a few hours per week on this activity. He also represents clients in residential real estate transactions through his law office, spending about 10-20% of his time on this.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations8 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.