Oakbourne Advisors
43yrs
Top advisor by experience in Berkeley Heights
1yr
Xiaolan Kruk
Financial advisor at Park Avenue Securities
Xiaolan Kruk has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Berkeley Heights, New Jersey. Xiaolan 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.
One of 47 advisors with offices in Berkeley Heights, and one of 46 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeBerkeley Heights, NJ
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
- Aug 2025 – nowPark Avenue Securities LLCCurrent firm
Contact Xiaolan
Berkeley Heights, NJOffice · Get directions Firm main line(888) 600-4667Headquarters: Park Avenue Securities · New York, NYIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Xiaolan
Tailored to Xiaolan’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 Xiaolan
How do I contact Xiaolan?
Call Park Avenue Securities at (888) 600-4667 and ask for Xiaolan Kruk. Xiaolan works from the Berkeley Heights, NJ office.
How long has Xiaolan been a financial advisor?
Xiaolan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Xiaolan hold?
Series 66. Tap any license on this page to see what it allows.
Is Xiaolan a fiduciary?
Xiaolan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xiaolan paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Xiaolan 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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