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Shelley Jo Echeverria

Park Avenue Investment Advisory, LLC
24 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Park Avenue Investment Advisory, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
255 clients
Average Client Portfolio
$385K average
Assets Under Management
$98.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

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 8 mos
Park Avenue Securities LLC
November 2020 - Present · 5 yrs 3 mos
Park Avenue Securities LLCBroker
November 2020 - Present · 5 yrs 3 mos
Park Avenue Securities LLC
November 2020 - Present · 5 yrs 3 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 Investment Management CompanyBroker
February 2017 - June 2017 · 4 mos
USAA Investment Management Company
February 2017 - June 2017 · 4 mos
USAA Financial Advisors, INC.Broker
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.Broker
July 2005 - September 2013 · 8 yrs 2 mos
Tower Square Securities, INC.
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 Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.