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Abel Joseph

Park Avenue Securities LLC
4 Years of Experience
Flushing, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Abel Joseph is a registered investment advisor at Park Avenue Securities LLC, based in Flushing, NY, with 4 years of industry experience. Abel 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

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

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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

Abel serves as power of attorney for his mother, dedicating minimal time. He is also a health insurance agent for UnitedHealth Oxford & Anthem BCBS, and works for Instacart a few hours per week.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2022 - Present · 4 yrs 6 mos
Park Avenue Securities LLCBroker
March 2022 - Present · 4 yrs 7 mos
State Registrations10 states
ALCTGAMANCNJNYOHPAWA
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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