Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
255 clients
Average Client Portfolio
$385K average
Assets Under Management
$98.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

185A Marcy Avenue, Brooklyn, NY, 11211

Get directions

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.

Learn about disclosures →
Other Business Activities

Yoel is involved in numerous business activities, including ownership/consulting roles in WebPro Inc., Renance, Brooklyn Financial Group Holdings LLC, Brooklyn Financial Group LLC, Yoel Felberbaum LLC, On Time Plumbing, Zevy Bechor LLC, and several rental properties. He also serves on the board of directors for Reprieve and has a commission agreement with Level Insurance Brokerage, though this is noted as not investment related.

Employment History
Current Registrations
Park Avenue Investment Advisory, LLC
September 2023 - Present · 2 yrs 5 mos
Park Avenue Securities LLC
May 2018 - Present · 7 yrs 9 mos
Park Avenue Securities LLCBroker
December 2017 - Present · 8 yrs 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Yoel Felberbaum - Financial Advisor | TrueAdvisor