Morgan Stanley
47yrs
Top advisor by experience in New York
34yrs
Sam Beller is a financial advisor in New York, New York, with 34 years in the industry. Sam joined Park Avenue Securities in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. Sam holds the ChFC designation.
At a glance
Experience34 years (since 1992)
How that compares ?Top 7% by experience in New York
Office1501 Broadway Suite 1613, New York, NY 10036
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowPark Avenue Securities LLCCurrent firm
Questions to ask Sam
Tailored to Sam’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 Sam
How do I contact Sam?
Call Park Avenue Securities at (888) 600-4667 and ask for Sam Beller. Sam works from the New York, NY office.
How long has Sam been a financial advisor?
Sam has been in the industry since 1992, about 34 years. Top 7% by experience in New York.
What licenses does Sam hold?
Series 63. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sam paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sam 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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