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Guardian Wealth Partners, LLC CRD 310203
$191M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-03 |
Branch Locations
244 Boulevard Of The Allies, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carnegie Investment Counsel | Pittsburgh | PA | 04/2016 | 02/2022 |
| Park Avenue Investment Advisory, Llc | Pittsburgh | PA | 03/2022 | Present |
| Guardian Life Insurance Company | Pittsburgh | PA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
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