Mordechai Lev

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-10-02
NY	RA	APPROVED	2023-09-28

NJ RA
APPROVED

Since 2023-10-02
NY RA
APPROVED

Since 2023-09-28

Branch Locations

Brooklyn, NY • United States

200 Broadhollow Road Suite 405, Melville, NY 11747 • 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

Organization	City	State	From	To
Guardian Life Insurance Company	Melville	NY	08/2012	05/2023
Park Avenue Securities Llc	Melville	NY	05/2023	05/2023
Guardian Life Insurance Company	Brooklyn	NY	05/2023	Present
Park Avenue Securities Llc	Brooklyn	NY	05/2023	Present

08/2012 → 05/2023

Guardian Life Insurance Company

Melville, NY
05/2023 → 05/2023

Park Avenue Securities Llc

Melville, NY
05/2023 → Present

Guardian Life Insurance Company

Brooklyn, NY
05/2023 → Present

Park Avenue Securities Llc

Brooklyn, NY

Other Businesses

Insurance Other than Guardian, Start Date: 10/15/1995, Address: 783 E.3rd Street, Brooklyn, NY 11218, 2 total hours per month, 2 during securities trading hours, Less than 10% annual compensation, Investment related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-15
S63	Uniform Securities Agent State Law Examination	1996-02-14

S66 Uniform Combined State Law Examination

2023-09-15
S63 Uniform Securities Agent State Law Examination

1996-02-14

View on SEC IAPD