Broker Check

Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200

Investment Advisory Services

Brokerage Accounts 

A brokerage account combines all of your investment assets in one place. Once you’ve opened a brokerage account, you will be able to invest in individual stocks and bonds, mutual funds, options, and exchange-traded funds (EFTs). 

  • Easy to access
  • Consolidated statements
  • Functions like a bank account 

Investment Advisory Services*

Are you interested in leaving the daily decision-making of investing to financial professionals? Let us help you create a personal investment strategy tailored to you. With investment advisory services sponsored by Park Avenue Securities, you will benefit from access to experienced, knowledgeable money managers who can help you prioritize your specific financial goals. Based on your investment objectives, time frame, risk tolerance, and stage in life, they will provide recommendations to build a portfolio that can help you achieve those goals. 

  • Robust menu of offerings
  • Customized plans
  • Ongoing advisory services

*Investment Advisory services offered through Park Avenue Securities