Kallie Rosenbach

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

• 06/2016 → 09/2016
  East Bay Grille
  Plymouth, MA
• 10/2016 → 04/2017
  Umass Amherst
  Amherst, MA
• 05/2017 → 09/2018
  Tavern On The Wharf
  Plymouth, MA
• 10/2018 → 12/2022
  North Italia
  Miami, MA
• 01/2023 → 09/2024
  Tavern On The Wharf
  Plymouth, MA
• 08/2024 → Present
  Park Avenue Securities
  Middleboro, MA
• 08/2024 → Present
  Guardian Life Insurance Company
  Middleboro, MA

Other Businesses

1. Real Estate Agent, Start Date:03/13/2023, Address: 91 Carver Road Plymouth MA 02360, 2 total hours per month 0 during securities trading hours, Investment related, 2) Plymouth MA YMCA-Board Member Nature of Business: YMCA, Start date: 02/26/2026, Address: 1207 Troy Schenectady Rd Suite 201 Latham NY 12110, Duties: support the overall improvement of the YMCA., 4 total hours per month; 0 during securities trading hours, Not investment related,

Exams

• S66 Uniform Combined State Law Examination
  2024-11-07

Other Names

• Kallie Beaudoin