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Park Avenue Securities LLC CRD 46173
$19.6B regulatory AUM 38,649 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-12 |
Branch Locations
Winchester, MA • United States
160 Gould Street Suite 310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomson Reuters | Boston | MA | 10/2017 | 06/2018 |
| The Pearl Team Llc | Fishers | IN | 05/2015 | 12/2017 |
| Catahoula Arts Llc | Fishers | IN | 04/2015 | 12/2017 |
| Pnc Bank | Carmel | IN | 02/2017 | 02/2017 |
| State Street Global Markets, Llc | Boston | MA | 06/2018 | 07/2019 |
| Fidelity Brokerage Services | Merrimack | NH | 05/2020 | 06/2021 |
| Homemaker | Winchester | MA | 08/2019 | 03/2020 |
| Coldwell Banker Residential Brokerage | Winchester | MA | 03/2020 | 05/2020 |
| Turbo Crossfit | Winchester | MA | 06/2021 | 05/2026 |
| Guardian Life Insurance Company | Needham | MA | 05/2026 | Present |
| Park Avenue Securities | Needham | MA | 06/2026 | Present |
| Guardian Life Insurance Company | Winchester | MA | 05/2026 | Present |
| Park Avenue Securities Llc | Winchester | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-08 |
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