TrueAdvisor
TrueAdvisor
AZ
AZ

Adam Joseph Zimmerman

Park Avenue Securities LLC
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation Planning
Park Avenue Securities LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1757 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Location

14021 Metropolis Ave., Fort Myers, FL, 33912

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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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Employment History
Current Registrations
Park Avenue Securities LLC
October 2022 - Present · 3 yrs 4 mos
Park Avenue Securities LLCBroker
May 2022 - Present · 3 yrs 9 mos
State Registrations8 states
AZCOFLNCNJNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.