AG
AG

Andrew Gilliland

4 Years of Experience
Paramus, NJ
Broker

Andrew Gilliland is a registered investment advisor at Park Avenue Securities LLC, based in Paramus, NJ, with 4 years of industry experience. Andrew 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

52 Forest Ave, Paramus, NJ, 07652

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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 Activities

Andrew facilitates virtual weekly meetings for Artistic Coaching Group and works as a front desk worker at Barry's Bootcamp. Both activities are not investment-related and take about 10-20% of his time combined.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2021 - Present · 4 yrs 9 mos
Park Avenue Securities LLCBroker
September 2021 - Present · 4 yrs 10 mos
Park Avenue Securities LLC
September 2021 - Present · 4 yrs 10 mos
State Registrations14 states
CACOCTDCGAINMEMONJNYOKPASDTX
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.
Andrew Gilliland - Financial Advisor | TrueAdvisor