ChooseAFinancialAdvisor.com
Advisors / New York / Brooklyn
30yrs

Eli Retek

Financial advisor at Park Avenue Securities

Based in Brooklyn, New York, Eli Retek is a fiduciary financial advisor with 30 years of industry experience. Eli has been with Park Avenue Securities since 2015. 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 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.

Brooklyn, NY 11219Top 14% by experience in BrooklynFiduciary advisor

At a glance

Experience30 years (since 1997)
How that compares ?Top 14% by experience in Brooklyn
Office1270 47th Street, Brooklyn, NY 11219
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
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2015 – now

Questions to ask Eli

Tailored to Eli’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Eli

How do I contact Eli?

Call Park Avenue Securities at (888) 600-4667 and ask for Eli Retek. Eli works from the Brooklyn, NY office.

How long has Eli been a financial advisor?

Eli has been in the industry since 1997, about 30 years. Top 14% by experience in Brooklyn.

What licenses does Eli hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Eli a fiduciary?

Eli is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eli paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eli 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.

Other advisors nearby

B. Riley Wealth Advisors
43yrs
Yitzchok Goodman
Financial advisor
Brooklyn, NY
Top advisor by experience in Brooklyn
Fiduciary
Call Directions
Osaic Wealth
42yrs
William Hellmers
Financial advisor
8754 Bay 16th Street
Brooklyn, NY 11214
Top 1% by experience in Brooklyn
Fiduciary
Call Directions
Cobblestone Wealth Advisors
42yrs
Ronald Palastro
Financial advisor
8119 - 7th Avenue
Brooklyn, NY 11228
Top 1% by experience in Brooklyn
CFP®ChFCFiduciary
Call Directions
Park Avenue Securities
41yrs
Robert Schrier
Financial advisor
Brooklyn, NY
Top 1% by experience in Brooklyn
ChFCFiduciary
Call Directions
LPL Financial
40yrs
Joseph Cosenza
Financial advisor
265 86th St
Brooklyn, NY 11209
Top 1% by experience in Brooklyn
PlanningInvesting
Call Directions

See all advisors near Brooklyn