Sondra Joyce Goldstein

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

• 10/2007 → 11/2016
  Guardian Life Insurance Co Of America
  Boca Raton, FL
• 10/2007 → 11/2016
  Park Avenue Securities Llc
  Boca Raton, FL
• 11/2016 → 03/2026
  Guardian Life Insurance
  West Palm Beach, FL
• 11/2016 → 03/2026
  Park Avenue Securities
  West Palm Beach, FL
• 06/2024 → Present
  Guardian Life Insurance Company
  North Palm Beach, FL
• 06/2024 → Present
  Park Avenue Securities
  North Palm Beach, FL
• 03/2026 → Present
  Guardian Life Insurance Company
  Boca Raton, FL
• 03/2026 → Present
  Park Avenue Securities
  Boca Raton, FL

Other Businesses

1. Insurance Services I provide insurance products both through Guardian as well as brokerages such as Innovative Underwriters. I also may sometimes place term life insurance products with other insurance carriers. Start: 10/01/1997 Address: 2056 Vista Parkway, Suite 225 West Palm Beach, FL 33411 10 bus hrs per month Investment related 2. K-1 INCOME FROM DECEASED FATHER'S INTEREST IN A HOLDING Receive the passive income as a beneficiary of my father's estate from the K-1. Start: 07/01/1974 Address: Edward A. Schrank, Successor Trustee 6930 Mindello Street Coral Gables, FL 33146 0 hrs per month Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-18
• S63 Uniform Securities Agent State Law Examination
  2005-03-02

Other Names

• Sondra J Goldstein
• Sondra Joyce Goldstein