ChooseAFinancialAdvisor.com
Advisors / New York / Cold Spring Harbor
1yr

Michael Berlin

Financial advisor at Park Avenue Securities

Michael Berlin has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Cold Spring Harbor, New York. Michael joined Park Avenue Securities in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Park Avenue Securities reports being paid through a percentage of assets, hourly fees, and flat fees.

Cold Spring Harbor, NYFiduciary advisor
Call Park Avenue SecuritiesDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeCold Spring Harbor, NY
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

  1. Sep 2025 – now

Contact Michael

(888) 600-4667Firm headquarters in New York, NY. Ask for Michael. Cold Spring Harbor, NYOffice · Get directions

Is 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.

  1. Who on your team supports you, and who reviews the recommendations you make?
  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 Michael

How do I contact Michael?

Call Park Avenue Securities at (888) 600-4667 and ask for Michael Berlin. Michael works from the Cold Spring Harbor, NY office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Michael hold?

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.