Sar Moy, financial advisor Honolulu HI
89 score

Sar Moy

CRD Number: 6213005
Current Firm: Park Avenue Securities LLC

Sar Moy (CRD# 6213005) is an Investment Advisor Representative working at Park Avenue Securities LLC in Honolulu, HI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Honolulu, HI Nov 2013 - Current 3
Guardian Life Ins Honolulu, HI Jun 2013 - Current 3
Homemaker Short Hills, NJ Jun 2003 - Jun 2013 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Sar K. Moy
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CT
  • FL
  • HI
  • NJ
  • MD
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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