Adam Schlossberg
Adam Schlossberg is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Florham Park, NJ, with 13 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
25B Vreeland Road, Suite 300, Florham Park, NJ, 07932
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam works with Innovative Underwriters, Crump, Lion Street, and Peterson Group to fulfill clients' insurance needs, dedicating a few hours per week. He also owns NS Private Client Group LLC and Private Client Insurance Services LLC, spending full-time on the former and about a quarter of his time on the latter, and collects bank referral fees for real estate financing introductions, dedicating minimal time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations52 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.
Exams
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