Alan Martin Bacharach

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

• 10/1998 → Present
  Guardian Life Insurance Co Of America
  Portland, OR
• 05/1999 → Present
  Park Avenue Securities Llc
  Portland, OR

Other Businesses

1. Providing insurance products-Providing group/individual medical, dental, vision, disability, life benefits to clients through various insurers not affiliated with Guardian., Start: 04/04/1998, Address: 3518 S. Corbett Ave, Portland, OR 97239, Hrs per month - Tot/Bus: 20/10, Investment related, >10% annual compensation, 2. Bacharach Construction LLC-My son, Ariel Bacharach, formed A Bacharach LLC.He's asked me to act, if needed, as agent for this organization. At present, he and his wife are the only members of the LLC. He's a licensed contractor, Start: 06/06/2014, Address: 1250 Dry Creek, Mosier, OR 97040, 1 hr per month, Not investment related 3. Rotary club member-Participate in Rotary events and activities mostly social and charitable, Start: 03/01/2017, Address: POB 2521 Portland, OR 97208, 4 non bus hrs per month, Not investment related, 4) Board Member, Pearl Fund of the Portland Pearl Rotary, Start: 07/15/2025, Address: 721 NW 9th, Portland, OR 97209, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-07
• S63 Uniform Securities Agent State Law Examination
  1998-09-09

Designations

• Chartered Financial Consultant

Other Names

• Alon Bacharach
• Alan Martin Bacharach
• Alan M Bacharach