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Zachary Fu

Park Avenue Securities LLC
7 Years of Experience
Flushing, NY
1 DisclosureBroker
View SEC Summary
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Zachary Fu is a registered investment advisor at Park Avenue Securities LLC, based in Flushing, NY, with 7 years of industry experience. Zachary 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
1914 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

136-20 38th Avenue, Unit 8J, Flushing, NY, 11354

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2024
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Zachary is an officer at EZ Pension Services, LLC, spending about a quarter of his time there. He also serves as executor of his father's estate and trustee for two family trusts, dedicating about 10% of his time and a few hours per week, respectively.

Employment History
Current Registrations
Park Avenue Securities LLC
September 2024 - Present · 2 yrs 1 mo
Park Avenue Securities LLCBroker
September 2024 - Present · 2 yrs 1 mo
Park Avenue Securities LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Equitable Advisors, LLCBroker
September 2021 - September 2024 · 3 yrs
Equitable Advisors, LLC
September 2021 - September 2024 · 3 yrs
UBS Financial Services INC.
November 2019 - September 2021 · 1 yr 10 mos
UBS Financial Services INC.Broker
November 2019 - September 2021 · 1 yr 10 mos
UBS Financial Services INC.Broker
April 2019 - May 2019 · 1 mo
State Registrations11 states
CACTFLIAMAMSNJNVNYPATX
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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