Melissa Moss
Melissa Moss is a registered investment advisor at Park Avenue Securities LLC, based in Irvine, CA, with 1 years of industry experience. Melissa 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
2875 Michelle Drive, Suite 110, Irvine, CA, 92606
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Regulatory History (1)
Criminal
March 2005Other Business ActivitiesSells Insurance
Melissa is involved with Live Gracefully Productions, focusing on songwriting, performing, and music production, dedicating about 10-20% of her time. She also engages in outside insurance sales, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
State Registrations9 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.