Zachary Fu
Zachary Fu is a registered investment advisor at Park Avenue Securities LLC, based in Flushing, NY, with 6 years of industry experience. Zachary 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
136-20 38th Avenue, Unit 8J, Flushing, NY, 11354
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Regulatory History (1)
Customer Dispute
December 2024Other 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
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.Broker
State Registrations11 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.