YL
CFP
YL
CFP

Yoel Landau

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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
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Location

250 Skillman St., Brooklyn, NY, 11205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Yoel is involved with the LCRL Family Foundation since 2020, dedicating minimal time. Yoel also sells insurance products not offered through Guardian, dedicating about a quarter of his time.

Employment History
Current Registrations
Park Avenue Investment Advisory, LLC
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.