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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

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-07
OH RA APPROVED 2026-01-13
SC RA APPROVED 2026-01-13
DC RA APPROVED 2025-09-29
NY RA APPROVED 2025-09-19
VA RA APPROVED 2025-08-27
MD RA APPROVED 2025-08-20
MO RA APPROVED 2025-08-20
WV RA APPROVED 2025-07-31
PA RA APPROVED 2025-07-30
  • NC RA
    APPROVED
    Since 2026-04-07
  • OH RA
    APPROVED
    Since 2026-01-13
  • SC RA
    APPROVED
    Since 2026-01-13
  • DC RA
    APPROVED
    Since 2025-09-29
  • NY RA
    APPROVED
    Since 2025-09-19
  • VA RA
    APPROVED
    Since 2025-08-27
  • MD RA
    APPROVED
    Since 2025-08-20
  • MO RA
    APPROVED
    Since 2025-08-20
  • WV RA
    APPROVED
    Since 2025-07-31
  • PA RA
    APPROVED
    Since 2025-07-30

Branch Locations

Pittsburgh, PA • United States

2002 White Willow Way, Morgantown, WV 26505 • 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
OrganizationCityStateFromTo
Lifetime Financial Growth Morgantown WV 06/2024 12/2024
United States Secret Service Beltsville MD 05/2022 06/2024
West Virginia University Morgantown WV 02/2023 08/2023
Gina's Cantina Millersville MD 05/2021 06/2023
Brightview Senior Living Severna Park MD 10/2019 05/2021
Severna Park Highschool Severna Park MD 08/2017 05/2021
Severna Park Middle School Severna Park MD 08/2014 06/2017
Guardian Life Insurance Comapny Morgantown WV 12/2024 Present
Park Avenue Securities Morgantown WV 12/2024 Present
Park Avenue Securities Pittsburgh PA 08/2025 Present
Guardian Life Insurance Company Pittsburgh PA 08/2025 Present
  • 06/2024 → 12/2024
    Lifetime Financial Growth
    Morgantown, WV
  • 05/2022 → 06/2024
    United States Secret Service
    Beltsville, MD
  • 02/2023 → 08/2023
    West Virginia University
    Morgantown, WV
  • 05/2021 → 06/2023
    Gina's Cantina
    Millersville, MD
  • 10/2019 → 05/2021
    Brightview Senior Living
    Severna Park, MD
  • 08/2017 → 05/2021
    Severna Park Highschool
    Severna Park, MD
  • 08/2014 → 06/2017
    Severna Park Middle School
    Severna Park, MD
  • 12/2024 → Present
    Guardian Life Insurance Comapny
    Morgantown, WV
  • 12/2024 → Present
    Park Avenue Securities
    Morgantown, WV
  • 08/2025 → Present
    Park Avenue Securities
    Pittsburgh, PA
  • 08/2025 → Present
    Guardian Life Insurance Company
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-11
  • S66 Uniform Combined State Law Examination
    2025-07-11

View on SEC IAPD

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