AM
CFP · ChFC
AM
CFP · ChFC

Alexander Miradoli

8 Years of Experience
Garden City, NY
Broker

Alexander Miradoli is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Garden City, NY, with 8 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

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.

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Location

900 Stewart Avenue, Suite 500, Garden City, NY, 11530

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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
September 2018 - Present · 7 yrs 8 mos
Park Avenue Securities LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Foresters Financial Services, INC.Broker
September 2017 - October 2017 · 1 mo
State Registrations34 states
AKALAZCACOCTDCFLGAHIIDILINLAMAMEMIMONCNHNJNMNYOHOKORPARISCTNTXVAVTWV
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.