Marc A Merber

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

• 04/2014 → Present
  Guardian Life Ins
  Garden City, NY
• 05/2014 → Present
  Park Avenue Securities
  Garden City, NY
• 10/2024 → Present
  Park Avenue Securities
  Honolulu, HI
• 10/2024 → Present
  Guardian Life Insurance Company
  Honolulu, HI

Other Businesses

1. FV 1813 LLC, FV2614 LLC, WPH 1706 LLC, MV1107 LLC Owner of Vacation rental properties Start: 01/01/2007 Address: 200 Atlantic Ave #228; Lynbrook NY 11563 0 hrs per month Investment related 2. Insurance Sales Sale of products not offered by Guardian Start: 01/01/2014 Address: 900 Stewart Ave, Ste 500, Garden City NY 11530 10 bus hrs per month Investment related >10% annual compensation 3. Director on my Coop's Board where I reside Start Date: 02/01/2024 Lynbrook, NY 11563 2 hours/month; 0 hours/month during trading hours Not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-03

Other Names

• Marc Anthony Merber