YL
Yoel Landau
PARK AVENUE INVESTMENT ADVISORY
Brooklyn, NY 11205
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CRD#: 5440111
YL
Professional summary
Yoel Landau, who also goes by Yoel L Landau, is a registered financial advisor currently at PARK AVENUE INVESTMENT ADVISORY, LLC located in Brooklyn, New York.
Yoel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Yoel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Yoel L Landau
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Name of OBA - Title/Duties: LCRL Family Foundation Address: 670 Myrtle Avenue Num 6439, Brooklyn, NY 11205 Start Date: 01/07/2020 Number of hours per month & number of hours during normal business hours: 1 hour per month, 0 during normal business hours Investment related or non investment related: Non investment related 2) Name of OBA - Title/Duties: Selling Insurance products not offered through Guardian Address: 250 Skillman Street 6th Fl, Brooklyn NY 11205 Start Date: 10/28/2020 Number of hours per month & number of hours during normal business hours: 40 hour per month, 25 during normal business hours Investment related or non investment related: Investment related
CRS (Client Relationship Summary) - RIA
Click below to view Yoel Landau's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 3, 2023 - Present
PARK AVENUE INVESTMENT ADVISORY, LLC
Office #1: 250 Skillman St., Brooklyn, NY 11205RIA
CRD#: 310203
Brooklyn, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PARK AVENUE INVESTMENT ADVISORY, LLC
GUARDIAN ADVISORY SERVICES LLC | WESTPAC WEALTH PARTNERS | PARK AVENUE INVESTMENT ADVISORY, LLC | PARK AVENUE INVESTMENT ADVISORY | ONE WEALTH MANAGEMENT FINANCIAL AND INSURANCE SERVICES, INC. | GUARDIAN STRATEGIC ADVISORS | GUARDIAN ADVISORY SERVICES, LLC
CRD#: 310203 / SEC#: 801-119560
RIA
Registered Investment Advisory firm - (9/30/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(8/3/2023)
Exams
Current Firm
PA
PARK AVENUE INVESTMENT ADVISORY, LLC
GUARDIAN ADVISORY SERVICES LLC | WESTPAC WEALTH PARTNERS | PARK AVENUE INVESTMENT ADVISORY, LLC | PARK AVENUE INVESTMENT ADVISORY | ONE WEALTH MANAGEMENT FINANCIAL AND INSURANCE SERVICES, INC. | GUARDIAN STRATEGIC ADVISORS | GUARDIAN ADVISORY SERVICES, LLC
CRD#: 310203 / SEC#: 801-119560
RIA
Registered Investment Advisory firm - (9/30/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 Hudson Yards, New York, NY 10001
Mailing Address
Phone number
(800) 879-6934
Established
Firm type
Fiscal year end
# of Employees
87
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 98,287,453 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
