Brett C Kulman

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

• 04/2011 → 11/2020
  Guardian Life Insurance Co Of America
  Briarcliff Manor, NY
• 04/2011 → 11/2020
  Park Avenue Securities Llc
  Briarcliff Manor, NY
• 11/2020 → 01/2024
  Guardian Life Insurance Company
  Southampton, NY
• 11/2020 → 01/2024
  Park Avenue Securities
  Southampton, NY
• 01/2024 → Present
  Guardian Life Insurnace Company
  Rye Brook, NY
• 01/2024 → Present
  Park Avenue Securities
  Rye Brook, NY

Other Businesses

1. Property & Casualty Producer-I place my P&C business through The Oberman Group (auto, home, general liability, workers comp, Start: 08/01/2012, Address: 777 Westchester Ave White Plains, NY 10604, Hrs per month - Tot/Bus: 10/5, Investment related, >10% annual compensation, 2. Insurance Product - non Guardian, Start: 06/01/2019, Nature: Insurance Sales, Address: 9 Honeysuckle Lane #60 Rye Brook, NY 10573-1506, Duties: Independent Contractor selling insurance other than Guardian, 10 total hours/month; 5 during securities trading hours, Investment related, 3) Power of Attorney for my 86 yr old mother Start: 06/01/2021, Address: 180 S Middle Neck Rd 1J Great Neck, NY 11021, 1-2 total hours per month, 0 during securities trading hours, Investment related, No annual compensation, 4) Basketball Referee, Nature of Business: Basketball referee, Start date: 12/15/2025, Address: Westchester, NY area, Duties: Referee, 5 total hours per month; 0 during securities trading hours, Not investment related,

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-03
• S63 Uniform Securities Agent State Law Examination
  1992-02-25

Other Names

• Brett Craig Kulman