Steven D Barbesh

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

• 02/2015 → 05/2019
  Opppenheimerfunds
  New York, NY
• 04/2021 → 12/2023
  Manning & Napier Investor Services, Inc
  Fairport, NY
• 04/2021 → 12/2023
  Manning & Napier Advisors, Llc
  Fairport, NY
• 06/2019 → 02/2020
  Altice Usa
  Tinton Falls, NJ
• 02/2020 → 08/2020
  Kreppel Tax Advisory Group
  Old Bridge, NJ
• 08/2020 → 03/2021
  Passaic Metals & Building Supplies Company
  Lakewood, NJ
• 07/2024 → Present
  Guardian Life Insurance Company
  Holmdel, NJ
• 07/2024 → Present
  Park Avenue Securities Llc
  Holmdel, NJ
• 12/2023 → 07/2024
  Wegmans Supermarket
  Manalapan, NJ
• 01/2024 → 06/2024
  Jackson Hewitt
  Old Bridge, NJ
• 10/2024 → 11/2024
  Guardian Life Insurance Company
  Manalapan, NJ
• 10/2024 → 11/2024
  Park Avenue Securities Llc
  Manalapan, NJ
• 11/2024 → 12/2025
  Park Avenue Securities
  Manasquan, NJ
• 11/2024 → 12/2025
  Guardian Life Insurance Company
  Manasquan, NJ
• 12/2025 → Present
  Guardian Life Insurance Company
  Englishtown, NJ
• 12/2025 → Present
  Park Avenue Securities
  Englishtown, NJ

Previous Registrations

• 2013-03-28 → 2013-09-13
  Hornor, Townsend & Kent, Llc
  Edison, NJ
• 2004-08-18 → 2013-01-07
  Alliancebernstein L.P.
  New York, NY
  Nashville, TN
  New York, NY
• 2003-01-02 → 2004-08-23
  New England Securities
  Neptune, NJ

Other Businesses

1) Uber Driver-Drive Passengers to destinations, Start date: 06/22/2023, Address: 354 Saint Andrews Place, Manalapan, NJ 07726, 20 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 2) Lyft-Drive Passengers to destinations, Start date: 01/23/2018, Address: 354 Saint Andrews Place, Manalapan, NJ 07726, 10 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 3) Food Delivery-Delivering food from restaurants to patrons, Start date: 03/26/2001, Address: 354 Saint Andrews Place, Manalapan, NJ 07726, 8 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 4) Jackson Hewitt-Tax Preparer, Start date: 11/02/2024, Address: 1815 NJ 35, Unit 4, Oakhurst, NJ 07755, 20 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation,

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-09
• S65 Uniform Investment Adviser Law Examination
  2002-12-31

Other Names

• Steve Barbesh
• Steven David Barbesh