Francisco Acevedo

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

• 11/2018 → 08/2019
  Robustwealth, Inc.
  Lambertville, NJ
• 04/2014 → 11/2018
  Brinker Capital
  Berwyn, PA
• 08/2019 → 12/2024
  Lincoln Financial Advisors, Inc
  Philadelphia, PA
• 08/2019 → 12/2024
  Lincoln Financial Securities, Inc
  Philadelphia, PA
• 12/2024 → Present
  Guardian Life Insurance Company
  Cherry Hill, NJ
• 12/2024 → Present
  Guardian Life Insurance Company
  Holmdel, NJ
• 12/2024 → Present
  Park Avenue Securities
  Cherry Hill, NJ
• 12/2024 → Present
  Park Avenue Securities
  Holmdel, NJ

Previous Registrations

• 2019-08-05 → 2024-12-12
  Osaic Fa, Inc.
  Radnor, PA
  Fort Wayne, IN
• 2018-12-03 → 2019-08-07
  Robustwealth, Inc.
  Lambertville, NJ
• 2014-06-06 → 2018-11-02
  Brinker Capital Inc
  Berwyn, PA
• 2013-12-18 → 2014-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 2011-08-22 → 2013-10-28
  Morgan Stanley
  Mount Laurel, NJ

Exams

• S66 Uniform Combined State Law Examination
  2011-08-19

Other Names

• Francisco Edward Acevedo
• Francisco E Acevedo
• Francisco Acevedo