Samantha Haas is a registered investment advisor at Park Avenue Securities LLC, based in Honolulu, HI, with 5 years of industry experience. Samantha 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
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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
500 Ala Moana Blvd, Suite 3-400, Honolulu, HI, 96813
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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.
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Samantha is a real estate broker for Pacific Asset Strategies LLC since 2021 and serves on the board of directors for ASAE Hawaii, Rotary Club of Honolulu, Friends of CASA Hawaii, and Hawaii Economic Association. These activities require minimal time commitment.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations9 states
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