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Elliott Singer

9 Years of Experience
Dayton, OH
Broker

Elliott Singer is a registered investment advisor at Park Avenue Securities LLC, based in Dayton, OH, with 9 years of industry experience. Elliott 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

Dayton, OH

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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 Activities

Elliott is a co-owner of Fairbrooke Properties with his wife and in-laws, a rental property, since 2022. He spends minimal time collecting rent and handling maintenance.

Employment History
Current Registrations
Park Avenue Securities LLC
July 2024 - Present · 2 yrs 2 mos
Park Avenue Securities LLCBroker
June 2024 - Present · 2 yrs 3 mos
Park Avenue Securities LLC
June 2024 - Present · 2 yrs 3 mos
Previous Registrations
Prudential Financial Planning Services
September 2022 - June 2024 · 1 yr 9 mos
Pruco Securities, LLC.Broker
September 2022 - June 2024 · 1 yr 9 mos
Fidelity Personal and Workplace Advisors
November 2020 - September 2022 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
October 2020 - September 2022 · 1 yr 11 mos
J.P. Morgan Securities LLC
November 2019 - October 2020 · 11 mos
J.P. Morgan Securities LLCBroker
November 2019 - October 2020 · 11 mos
USA Financial Securities CorporationBroker
January 2019 - October 2019 · 9 mos
Allstate Financial Services, LLCBroker
November 2013 - July 2014 · 8 mos
Allstate Financial Advisors, LLC
November 2013 - July 2014 · 8 mos
Northwestern Mutual Investment Services,llc
October 2012 - October 2013 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
April 2012 - October 2013 · 1 yr 6 mos
State Registrations6 states
CAFLKYNJNYOH
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.
Elliott Singer - Financial Advisor | TrueAdvisor