Ariel Murtha Lee

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

• 01/2020 → 11/2024
  Edward Jones
  St Louis, MO
• 03/2013 → 12/2019
  Vic Bailey Ford Lincoln
  Spartanburg, SC
• 11/2024 → Present
  Guardian Life Insurance Company
  Greenville, SC
• 11/2024 → Present
  Park Avenue Securities
  Greenville, SC
• 08/2025 → 06/2026
  Guardian Life Insurance Company
  Spartanburg, SC
• 08/2025 → 06/2026
  Park Avenue Securities
  Spartanburg, SC
• 06/2026 → Present
  Guardian Life Insurance Company
  Wellford, SC
• 06/2026 → Present
  Park Avenue Securities
  Wellford, SC

Previous Registrations

• 2020-03-11 → 2024-11-12
  Edward Jones
  Spartanburg, SC
  Spartanburg, SC
  St Louis, MO
  Spartanburg, SC
  Spartanburg, SC

Other Businesses

1) LinkedIn Coaching-Self employed, Start: 1/1/2021, Nature: Coaching, Address: 123 Fernbrook Circle Spartanburg, SC 29307, Duties: Owner/coach people on how to utilize LinkedIn to build relationships that lead to business, 1 total hour per month; 0 during securities trading hours, Not Investment Related, 2) The Shepherd's Center of Spartanburg Board-Secretary, Start: 3/1/2022, Address: 393 E Main St Spartanburg, SC 29302, 10 total hours per month; 1 during securities trading hours, Not Investment Related, No Annual Compensation, 3) Upstate Senior Network Board, Start: 1/1/2023, Address: 120 Halton Rd #3 Greenville, SC 29607, 1 total hour per month; 1 during securities trading hours, Not Investment Related, No Annual Compensation, 4) Alzheimer's Association of South Carolina, Start: 01/01/2024, Address: 901 S Pine St Spartanburg, SC 29302; 1 total hour per month; 0 during securities trading hours, Not Investment Related, No Annual Compensation, 5) Focal AI-Advisory Board Member, Start: 02/03/2025, Address: 123 Fernbrook Circle Spartanburg, SC 29307, 5 total hours per month; 0 during securities trading hours, Not Investment Related, Less than 10% Annual Compensation, 6) Insurance other than Guardian, Start: 5/15/26, Nature: Insurance products outside of Guardian, Address: 123 Fernbrook Circle Spartanburg, SC 29307, Duties: Insurance Agent selling insurance other than Guardian, 12 total hours per month; 2 during securities trading hours, Investment Related,

Exams

• S66 Uniform Combined State Law Examination
  2020-03-09

Other Names

• Ariel Galen Murtha
• Ariel Murtha Ferguson
• Ariel Murtha Lee
• Ariel M Lee