Louis E Menaged

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

• 10/1988 → 05/2023
  Guardian Life Insurance Company
  New York, NY
• 05/1999 → 05/2023
  Park Avenue Securities Llc
  New York, NY
• 05/2023 → Present
  Guardian Life Insurance Company
  Bal Harbour, FL
• 05/2023 → Present
  Park Avenue Securities
  Bal Harbour, FL

Other Businesses

1. Insurance other than Guardian-Broker, Nature of Business: Insurance sales, Start date: 11/01/1988, Address: 355 Lexington Ave N.Y. N.Y. 10017, Duties: Insurance other than Guardian 20 total hours per month; 20 during securities trading hours, Investment related, 2) School Committee-serve on a committee that assists the school in evaluating its Health Benefits, Start: 10/01/2011, Address: 114 East 85th St Ny Ny 10028, 1 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation, 3) Board Member of American Friends of Migdal Ohr starting in 9/17 Start: 09/13/2017, Address: 1325 Sixth Ave NY,NY 10019 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 4) POA for family member's account and trust co-POA over accounts, Start: 04/08/2019, Address: 355 Lexington Ave NY NY 10017, 1 bus hr per month, Investment related, 5.) Board member of the Bellini Condominium in Bal Harbour Florida- Board member of a condominium , Start date: 12/01/2022, Address: 10225 Collins Ave Bal Harbour, Florida 33154, 2 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-21
• S63 Uniform Securities Agent State Law Examination
  1992-12-04

Other Names

• Louis Elliot Menaged