Morgan Stanley
47yrs
Top advisor by experience in New York
32yrs
Zisel Rosen
Financial advisor at Park Avenue Securities
Based in New York, New York, Zisel Rosen is a financial advisor with 32 years of industry experience. Zisel has been with Park Avenue Securities since 2021. Park Avenue Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience32 years (since 1994)
How that compares ?Top 10% by experience in New York
Office535 Fifth Avenue 13th Floor, New York, NY 10017
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowPark Avenue Securities LLCCurrent firm
Contact Zisel
(888) 600-4667Park Avenue Securities main office 535 Fifth Avenue 13th FloorNew York, NY 10017Office · Get directions
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Questions to ask Zisel
Tailored to Zisel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Zisel
How do I contact Zisel?
Call Park Avenue Securities at (888) 600-4667 and ask for Zisel Rosen. Zisel works from the New York, NY office.
How long has Zisel been a financial advisor?
Zisel has been in the industry since 1994, about 32 years. Top 10% by experience in New York.
What licenses does Zisel hold?
Series 63. Tap any license on this page to see what it allows.
Is Zisel a fiduciary?
Zisel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Zisel paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Zisel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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