Peter Pavlakis
Peter Pavlakis - Five Star Award Winner in Finance
Peter Pavlakis is the President of Avenue Wealth Management in Scarsdale, New York, where he collaborates with affluent clients to develop solid and diversified investment strategies. As the firm’s senior wealth advisor, Peter Pavlakis analyzes market trends to facilitate retirement planning and oversee estate and tax management.
Prior to this position, Mr. Pavlakis was senior vice president at Charles Schwab. He joined the firm in 2000 with no prior assets under management but eventually managed approximately $2 billion with the Schwab Private Client Group. During his tenure at Schwab, he received the Five Star Award in recognition of his outstanding sales achievements. Additionally, Mr. Pavlakis has managed portfolios for various institutions, including TIAA, The Vanguard Group, and Wells Fargo Advisors. He has also held the position of vice president at M&T Securities and Salomon Smith Barney.
Mr. Pavlakis began his professional journey in banking in Toronto, where he worked as a branch manager for TD Bank. He subsequently transitioned to a financial advisor role with Canada’s leading full-service investment and wealth management firm, RBC Dominion Securities, and then as a senior advisor at Royal Trust. He possesses multiple FINRA licenses and is certified as both a financial planner in Canada and a financial fiduciary.
In addition to his professional endeavors, Mr. Pavlakis is actively engaged in his community, supporting organizations such as Habitat for Humanity and the United Way in New York. His personal hobbies include golfing and traveling.
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Scarsdale, NY US