Ariel Lee is a registered investment advisor at Park Avenue Securities LLC, based in Spartanburg, SC, with 6 years of industry experience. Ariel 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
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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
Spartanburg, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ariel is self-employed as a LinkedIn coach and serves on the boards of The Shepherd's Center of Spartanburg and Upstate Senior Network. Ariel also volunteers with the Alzheimer's Association of South Carolina and is an advisory board member for Focal AI.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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