Citizens Securities
47yrs
Top advisor by experience at Citizens Securities
3yrs
David Fromer
Financial advisor at Park Avenue Securities
David Fromer has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Woodcliff Lake, New Jersey. David joined Park Avenue Securities in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 52 advisors with offices in Woodcliff Lake, and one of 44 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677
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 66Uniform Combined State Law Examination
Career
- 2024 – nowPark Avenue Securities LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 David
How do I contact David?
Call Park Avenue Securities at 1-888-600-4667 and ask for David Fromer. David works from the Woodcliff Lake, NJ office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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