Park Avenue Securities is an investment advisor in New York with $9.91 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
134023176
SEC advisor number
801-58108
FINRA CRD number
46173
AUM ?
$9.91 bn
(as of 29 Jun 23)
Accounts
57,359
(as of 29 Jun 23)
Employees
1,825
(1805 investment advisory or research)
Address
Park Avenue Securities
10 HUDSON YARDS
NEW YORK
NY 10001
10 HUDSON YARDS
NEW YORK
NY 10001
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
212-919-5315
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ferik, Michael Nicholas | Elected Member | 02/2014 | < 5% |
Boggs, Allen Warren | Head of Product & Supervision | 09/2014 | < 5% |
Hergan, Joshua Neil | General Counsel | 10/2019 | < 5% |
Lesina, Leyla Ada | Elected Member | 05/2019 | < 5% |
Drogan, Thomas John | Chief Compliance Officer | 10/2019 | < 5% |
the Guardian Life Insurance Company of America | Owner | 12/2019 | > 75% |
Molloy, Kevin | Elected Member | 02/2020 | < 5% |
Maher, Carly Pritchard | Head of Wealth Management Strategy and Business Operations | 09/2020 | < 5% |
Caswell, Marianne Grace | President and Elected Member | 01/2021 | < 5% |
Walter, John Harold | Finop/principal Financial Officer | 09/2022 | < 5% |
Ryniker, Michael John | Principal Operations Officer | 04/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22