Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
31yrs
Michael Effron
Financial advisor at Park Avenue Securities
Michael Effron is a fiduciary financial advisor in Boca Raton, Florida, with 31 years in the industry. Michael joined Park Avenue Securities in 2026, after less than a year at Cambridge Investment Research Advisors and a year at Primerica Advisors. 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.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience at Park Avenue Securities
OfficeBoca Raton, FL
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.
Career
- Aug 2026 – nowPark Avenue Securities LLCCurrent firm
- Feb 2026 – Jul 2026
- May 2021 – Aug 2022PFS Investments Inc.Previously
- 2011 – 2019Invesco Advisers, Inc.Previously
Contact Michael
(888) 600-4667Firm headquarters in New York, NY. Ask for Michael. Boca Raton, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Park Avenue Securities at (888) 600-4667 and ask for Michael Effron. Michael works from the Boca Raton, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1995, about 31 years. Top 14% by experience at Park Avenue Securities.
What licenses does Michael hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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