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Aaron Lewandowski

Park Avenue Securities LLC
4 Years of Experience
Greenwood Village, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Lewandowski is a registered investment advisor at Park Avenue Securities LLC, based in Greenwood Village, CO, with 4 years of industry experience. Aaron 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.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6455 South Yosemite Street, Suite 425, Greenwood Village, CO, 80111

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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 ActivitiesSells Insurance

Aaron sells disability insurance products for multiple companies, dedicating a few hours per week to these activities. Aaron also has a YouTube/Twitch channel where he streams games, spending about 10-20% of his time on this non-investment related activity.

Employment History
Current Registrations
Park Avenue Securities LLC
July 2022 - Present · 4 yrs 3 mos
Park Avenue Securities LLC
June 2022 - Present · 4 yrs 4 mos
Park Avenue Securities LLCBroker
June 2022 - Present · 4 yrs 4 mos
State Registrations5 states
AZCOMONMTX
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.
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