David J Parsels

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

• 10/2000 → Present
  Guardian Life Insurance Company
  Cranford, NJ
• 10/2000 → Present
  Northeast Planning Corp
  Cranford, NJ
• 06/2002 → Present
  Park Avenue Securities
  Cranford, NJ

Other Businesses

1. Non Guardian Insurance Products I may sometimes sell a non Guardian Product Start: 05/10/2011 Address: 1150 Raritan Road Cranford NJ 07016 1 bus hr per month Investment related 2. DMBTK, LLC LLC was set up for tax purposes by our Corporate CPA Start: 09/01/2017 Address: 35 Bissell Rd Lebanon,NJ 08833 1 bus hr per month Not investment related 3. Northeast Planning Corporation LLC DBA used for Guardian agency Start: 10/01/2000 Address: 1150 Raritan Road Cranford, NJ 07016 Hrs per month - tot/bus: 200/150 Investment related >10% annual compensation 4. Consultant for Guardian Life Insurance Company, Marketing Advice Start: 02/01/2023 Address: 35 Bissell Road Lebanon, NJ 08833, 40 total business hours per month / 10 during normal securities trading hours, Not investment related, More than 10% annual compensation

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-11-19

Designations

• Chartered Financial Consultant

Other Names

• David Jacques Parsels