Pamela Samsey

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

• 06/2013 → 03/2020
  Lpl Financial Llc
  Fort Mill, SC
• 03/2020 → 07/2024
  Rw Baird
  Milwaukee, WI
• 08/2024 → 02/2025
  J.P. Morgan Securities Llc
  Columbus, OH
• 08/2024 → 02/2025
  Jpmorgan Chase Bank, N.A.
  Columbus, OH
• 05/2025 → Present
  Guardian Life Insurance
  Columbus, OH
• 05/2025 → Present
  Park Avenue Securities
  Columbus, OH

Previous Registrations

• 2024-09-10 → 2025-02-05
  J.P. Morgan Securities Llc
  Columbus, OH
  Columbus, OH
• 2020-03-23 → 2024-08-12
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
  Columbus, OH
• 2015-08-31 → 2020-04-13
  Lpl Financial Llc
  Columbus, OH
  Fort Mill, SC
  Columbus, OH
  Fort Mill, SC
  Columbus, OH
• 2008-09-03 → 2008-10-15
  J.P. Morgan Investment Management Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2008-06-02

Other Names

• Pamela Carroll Samsey
• Pamela Carroll Somers
• Pamela Carroll Samsey
• Pamela C Davis
• Pamela Carroll Davis
• Pamela C Samsey