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Park Avenue Securities LLC CRD 46173
$19.6B regulatory AUM 38,649 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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-23 |
| WA | RA | APPROVED | 2025-11-03 |
| SC | RA | APPROVED | 2024-06-24 |
| NM | RA | APPROVED | 2024-02-09 |
| AK | RA | APPROVED | 2023-07-19 |
| MN | RA | APPROVED | 2022-10-14 |
| CO | RA | APPROVED | 2022-03-11 |
| KS | RA | APPROVED | 2022-03-11 |
| NV | RA | APPROVED | 2021-06-09 |
| MT | RA | APPROVED | 2019-05-09 |
| TX | RA | APPROVED | 2016-08-12 |
| CA | RA | APPROVED | 2014-03-21 |
| OR | RA | APPROVED | 2012-08-23 |
| NC | RA | APPROVED | 2012-02-23 |
| AZ | RA | APPROVED | 2007-01-23 |
Branch Locations
7373 E. Doubletree Ranch Rd Suite B-155, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Scottsdale | AZ | 05/2002 | Present |
1. KIRSHNER & KLARFELD FINANCIAL GROUP Insurance and financial services firm. We help clients implement life, disability, Long Term Care and Health Insurance. We also help clients with investments, variable annuities, and retirement plans. Start: 06/01/2004 Address: 7373 E. Doubletree Ranch Road, Suite B-155 Scottsdale, AZ 85258 Hrs per month - Tot/Bus: 60/45 Investment related 2. Trustee of The Gold Trust Trustee of The Gold Trust. This trust became irrevocable on 7/31/18, the date of death of my father, Ivan M. Kirshner. I am responsible for settling his estate, setting up trusts for the beneficiaries of The Gold Trust, and distributing any trust income that The Gold Trust continues to receive over the years. Start: 07/31/2018 Address: 7373 E. Doubletree Ranch Road, Suite B-155 Scottsdale, AZ 85258 0 hrs per month Investment related 3. Ivan M Kirshner Retirement Plan Trust FBO Susan L. Klocke I am the trustee of the Retirement Plan Trust for my sister, Susan L. Klocke. This is her inherited retirement assets from our father Ivan M. Kirshner. Start: 08/01/2018 Address: 7373 E. Doubletree Ranch Road, #B-155 Scottsdale, AZ 85258 1 bus hr per month Investment related 4. The Ivan M. Kirshner Retirement Plan Trust FBO Lauren KirshnerI currently participate I am the trustee of the Retirement Plan Trust for my sister, Lauren Kirshner. This is her inherited retirement assets from our father Ivan M. Kirshner. Start: 07/31/2018 Address: 7373 E. Doubletree Ranch Road, Suite B-155, Scottsdale, AZ 85258 1 bus hr per month Investment related 5. The Gold Trust FBO Lauren Kirshner I am the trustee of The Gold Trust FBO Lauren Kirshner, which is the trust account for my sister, Lauren Kirshner. This is her inherited assets from our father Ivan M. Kirshner. Start: 07/31/2018 Address: 7373 E. Doubletree Ranch Road, Suite B-155, Scottsdale, AZ 85258 1 bus hr per month Investment related 6. The Gold Trust FBO Susan L. Klocke I am the trustee of The Gold Trust FBO Susan L. Klocke, which is the trust account for my sister, Susan Klocke. This is her inherited assets from our father Ivan M. Kirshner Start: 07/31/2018 Address: 7373 E. Doubletree Ranch Road, Suite B-155, Scottsdale, AZ 85258 1 bus hr per month Investment related 7. Trustee of The Jason Allen Klocke Supplemental Needs Trust I am the trustee of The Jason Allen Klocke Supplemental Needs Trust, which is trust account for my nephew, Jason Allen Klocke. It is an irrevocable trust that was created upon the death of my father, Ivan M. Kirshner on 7/31/18. Start: 07/31/2018 Address: 7373 E. Doubletree Ranch Road, Suite B-155, Scottsdale, AZ 85258 1 bus hr per month Investment related 8. Ivan M Kirshner Retirement Plan Trust FBO Jeffrey W. Kirshner Trustee of the Retirement Plan Trust for the benefit of myself Start: 07/31/2018 Address: 7373 E. Doubletree Ranch Road, Suite B-155, Scottsdale, AZ 85258 1 bus hr per month Investment related 9. The Gold Trust FBO Jeffrey W. Kirshner Trustee of The Gold Trust FBO Jeffrey W. Kirshner, which is a trust created on my behalf when my father, Ivan M. Kirshner, passed away on 7/31/18. My responsibility is to manage the investments in the trust and take distributions if necessary. Start: 07/31/2018 Address: 7373 E. Doubletree Ranch Road, Suite B-155, Scottsdale, AZ 85258 1 bus hr per month Investment related, 10. Congregation Beth Israel Endowment Committee Member, Start: 12/12/2024, Address: 10460 North 56th Street, Scottsdale, AZ 85253, 3 total hours per month, 0 during securities trading hours, No annual compensation, Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-03 |
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