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Matthew Eugene Mccloskey

Park Avenue Securities LLC

Southampton, PA

New York, NY

CRD 8058269

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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:

Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-18
WI RA APPROVED 2026-08-18
GA RA APPROVED 2025-11-12
CA RA APPROVED 2025-11-04
CT RA APPROVED 2025-09-16
NJ RA APPROVED 2025-08-27
NY RA APPROVED 2025-08-26
PA RA APPROVED 2025-07-16
  • IL RA
    APPROVED
    Since 2026-08-18
  • WI RA
    APPROVED
    Since 2026-08-18
  • GA RA
    APPROVED
    Since 2025-11-12
  • CA RA
    APPROVED
    Since 2025-11-04
  • CT RA
    APPROVED
    Since 2025-09-16
  • NJ RA
    APPROVED
    Since 2025-08-27
  • NY RA
    APPROVED
    Since 2025-08-26
  • PA RA
    APPROVED
    Since 2025-07-16

Branch Locations

Southampton, PA • United States

437 Madison Avenue 29Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prosperian Wealth Management New York NY 03/2025 05/2025
Valuation Research Corporation Yardley PA 01/2017 03/2025
Sei Investments Oaks PA 06/2016 01/2017
Guardian Life Insurance Company New York NY 05/2025 Present
Park Avenue Securities New York NY 05/2025 Present
Guardian Life Insurance Company Southampton PA 05/2025 Present
Park Avenue Securities Southampton PA 05/2025 Present
  • 03/2025 → 05/2025
    Prosperian Wealth Management
    New York, NY
  • 01/2017 → 03/2025
    Valuation Research Corporation
    Yardley, PA
  • 06/2016 → 01/2017
    Sei Investments
    Oaks, PA
  • 05/2025 → Present
    Guardian Life Insurance Company
    New York, NY
  • 05/2025 → Present
    Park Avenue Securities
    New York, NY
  • 05/2025 → Present
    Guardian Life Insurance Company
    Southampton, PA
  • 05/2025 → Present
    Park Avenue Securities
    Southampton, PA
Other Businesses

301 Edgeboro, LLC 07/15/2017 301 Edgeboro Dr, Newtown PA 18940 4 Hours per month 0 Hours during trading hours YES Investment Related 10-25% Annual Percentage Rental Property - 55 Ardsley Ct 08/15/2017 55 Ardsley Ct. Newtown PA 18940 2 hours per month 0 hours during trading hours YES Investment Related 10-25% Annual Percentage

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-14
  • S63 Uniform Securities Agent State Law Examination
    2025-07-14
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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