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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-05 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Boston | MA | 06/2017 | 01/2020 |
| Roger Williams University | Bristol | RI | 08/2013 | 06/2017 |
| John Hancock | Boston | MA | 01/2020 | 10/2020 |
| Ustocktrade Securities | Newton | MA | 11/2020 | 01/2022 |
| The Bulfinch Group | Needham | MA | 07/2022 | 11/2022 |
| Unemployed | Needham | MA | 01/2022 | 07/2022 |
| Guardian Life Insurance Company | Needham | MA | 10/2022 | Present |
| Park Avenue Securities | Needham | MA | 07/2023 | Present |
| Park Avenue Securities | Salem | MA | 08/2025 | Present |
| Guardian Life Insurance Company | Salem | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
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