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Shelley Echeverria

Park Avenue Investment Advisory, LLC
24 Years of Experience
1 DisclosureBroker
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Shelley Echeverria is a registered investment advisor at Park Avenue Investment Advisory, LLC, based in Scottsdale, AZ, with 24 years of industry experience. Shelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning. Their firm serves 255 clients with $98M in assets under management.

Park Avenue Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
255 clients
Average Client Portfolio
$385K average
Assets Under Management
$98.3M

Fee Structure

Planning is included in investment management (also available separately)

PAA offers investment management through various programs. Fees are based on the value of your account and may be negotiable. The total client fee consists of an advisor fee, a platform fee, and a strategy fee (if applicable). The platform fee is tiered, decreasing as your assets increase. The maximum annual client fee is 3%.

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Location

9336 E Raintree Drive, Suite 110, Scottsdale, AZ, 85260

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History

Regulatory History (1)
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Judgment / Lien
November 2024
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Other Business Activities

Shelley has held a real estate license in Arizona since 2006, dedicating a few hours per week to this activity. This activity is investment-related and generates more than 10% of her annual compensation.

Employment History
Current Registrations
Park Avenue Investment Advisory, LLC
June 2023 - Present · 2 yrs 10 mos
Park Avenue Securities LLC
November 2020 - Present · 5 yrs 5 mos
Park Avenue Securities LLC
November 2020 - Present · 5 yrs 5 mos
Park Avenue Securities LLCBroker
November 2020 - Present · 5 yrs 5 mos
Previous Registrations
The Wealth Consulting Group
August 2017 - October 2020 · 3 yrs 2 mos
LPL Financial LLCBroker
August 2017 - November 2020 · 3 yrs 3 mos
USAA Financial Advisors, INC.Broker
February 2017 - June 2017 · 4 mos
USAA Investment Management CompanyBroker
February 2017 - June 2017 · 4 mos
USAA Investment Management Company
February 2017 - June 2017 · 4 mos
Msi Financial Services, INC.
August 2013 - December 2016 · 3 yrs 4 mos
Msi Financial Services, INC.Broker
February 2012 - December 2016 · 4 yrs 10 mos
Metlife Investors Distribution CompanyBroker
February 2012 - July 2016 · 4 yrs 5 mos
New England SecuritiesBroker
February 2012 - January 2015 · 2 yrs 11 mos
Walnut Street Securities, INC.Broker
February 2012 - September 2013 · 1 yr 7 mos
Tower Square Securities, INC.
July 2005 - September 2013 · 8 yrs 2 mos
Tower Square Securities, INC.Broker
July 2005 - September 2013 · 8 yrs 2 mos
Strategic Advisers, INC.
May 2005 - June 2005 · 1 mo
Fidelity Brokerage Services LLCBroker
January 2001 - June 2005 · 4 yrs 5 mos
State Registrations13 states
AZCAFLGAHIILKSMTNVNYTXWAWY
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.