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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-16 |
| NH | RA | APPROVED | 2025-02-25 |
| RI | RA | APPROVED | 2025-02-25 |
| MA | RA | APPROVED | 2025-01-27 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wingate Wealth Advisors, Llc | Lexington | MA | 02/2019 | 10/2021 |
| Empow Cyber Security | Boston | MA | 07/2018 | 02/2019 |
| Threat Stack | Boston | MA | 07/2017 | 07/2018 |
| Full Time Education | Belmont | MA | 07/2011 | 07/2017 |
| Guardian Life Insurance Company | Needham | MA | 10/2024 | Present |
| Park Avenue Securities | Needham | MA | 10/2024 | Present |
| Guardian Life Insurance Company | Boston | MA | 10/2024 | Present |
| Park Avenue Securities | Boston | MA | 10/2024 | Present |
| Merrill Lynch | Boston | MA | 10/2021 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-22 |
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