Best Investors Account Sign in

Anthony D'ANgelo

Park Avenue Securities LLC

San Diego, CA

CRD 8211035

Claim This Profile
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
MA RA APPROVED 2026-06-09
CA RA APPROVED 2026-05-29
NY RA APPROVED 2026-05-29
  • MA RA
    APPROVED
    Since 2026-06-09
  • CA RA
    APPROVED
    Since 2026-05-29
  • NY RA
    APPROVED
    Since 2026-05-29

Branch Locations

5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • 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
Westpac Wealth Partners San Diego CA 12/2025 03/2026
Unishippers Boston MA 10/2023 12/2025
Seismic Boston MA 06/2021 08/2023
Student Durham NH 09/2017 06/2021
Student Cold Spring Harbor NY 09/2013 06/2017
Guardian Life Insurance Company San Diego CA 03/2026 Present
Park Avenue Securities San Diego CA 03/2026 Present
  • 12/2025 → 03/2026
    Westpac Wealth Partners
    San Diego, CA
  • 10/2023 → 12/2025
    Unishippers
    Boston, MA
  • 06/2021 → 08/2023
    Seismic
    Boston, MA
  • 09/2017 → 06/2021
    Student
    Durham, NH
  • 09/2013 → 06/2017
    Student
    Cold Spring Harbor, NY
  • 03/2026 → Present
    Guardian Life Insurance Company
    San Diego, CA
  • 03/2026 → Present
    Park Avenue Securities
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-28
  • S66 Uniform Combined State Law Examination
    2026-03-28

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Nearby Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor