Kelsey Bornstein-Murphy

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

• 02/2023 → Present
  Guardian Life Insurance Company
  Holmdel, NJ
• 10/2021 → 02/2023
  Paychex
  Bergen, NJ
• 01/2011 → 12/2022
  Optimum Health Exercise Therapy
  Somerville, NJ
• 11/2024 → Present
  Park Avenue Securities
  Holmdel, NJ

Other Businesses

1) BNI First Class NJ - Member Board, President, Start Date: 09/01/2023, Address: Meet via Zoom, 8 total hours per month; 2 hours during securities trading hours, Not investment related, No annual compensation, 2) Insurance other than Guardian-offer insurance outside of Guardian, Start Date: 03/15/2025, Address: 1295 colonial way Bridgewater NJ 08807, 4 total hours per month; 4 hours during securities trading hours, Investment related, Less than 10% annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-24
• S63 Uniform Securities Agent State Law Examination
  2025-04-24