TrueAdvisor
TrueAdvisor
AK
AK

Aaron Robert Kohl

Park Avenue Securities LLC
10 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation Planning
Park Avenue Securities LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1757 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Location

437 Madison Avenue, 29th Floor, New York, NY, 10022

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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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Employment History
Current Registrations
Park Avenue Securities LLC
May 2017 - Present · 8 yrs 9 mos
Park Avenue Securities LLCBroker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2016 - July 2016 · 0 mos
Foster Victor Wealth Advisors, LLC
May 2016 - August 2016 · 3 mos
Northwestern Mutual Investment Services,llc
November 2014 - June 2016 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2014 - June 2016 · 1 yr 8 mos
State Registrations18 states
AZCACOCTDCDEFLGAMAMDNJNYOHPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.