Ross B Feldman

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1997 → Present
  Self-Employed
  Westfield, NJ
• 01/2010 → 09/2022
  Guardian Life Insurance Co Of America
  Ithaca, NY
• 01/2010 → 09/2022
  Park Avenue Securities Llc
  Ithaca, NY
• 09/2022 → 04/2026
  Guardian Life Insurance Co Of America
  Gainesville, FL
• 09/2022 → 04/2026
  Park Avenue Securities Llc
  Gainesville, FL
• 04/2026 → Present
  Guardian Life Insurance Co Of America
  Saint Cloud, FL
• 04/2026 → Present
  Park Avenue Securities
  Saint Cloud, FL

Other Businesses

1. LegalShield (formerly PRE-PAID LEGAL SERVICES, INC)-Associate of/Referee for LegalShield and IDShield , Start: 02/27/2008, Address: 5745 SW 75th STreet, #325 Gainesville FL 32608, 1 bus hr per month, Not investment related, 2. Singer Songwriter Musician-occasionally perform and record my music for the general public. I may or may not be compensated for this,. Start: 05/01/2012, Address: 5745 SW 75th STreet, #325 Gainesville FL 32608, 5 non bus hrs per month, Not investment related, 3. Wholistic Wealth, LLC - Business entity-currently engaged in the sale of both Guardian and Non Guardian insurance products,. Start: 04/25/2006, Address: 4235 SW 91st Drive Gainesville, FL 32608, 120 bus hrs per month, Investment related, >10% annual compensation, 4) Power of Attorney for Brother and Sister-in-Law, Start date: 06/02/2021, Address: 4235 SW 91st Drive Gainesville, FL 32608, 0 total hours per month, Not investment related, No annual compensation, 5) Power of Attorney for wife, Start date: 06/02/2021, Address: 4235 SW 91st Drive Gainesville, FL 32608, 0 total hours per month, Not investment related, No annual compensation, 6) resilientAF-receive small levels of passive income from as an independent contractor, Start date: 009/01/2021, Address: 4235 SW 91st Drive Gainesville, FL 32608, 0 total hours per month, Not investment related, Less than 10% annual compensation,

Exams

• S66 Uniform Combined State Law Examination
  1999-08-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant