A complete list of active advisors currently associated with Guardian Life
Warmer can help you find a great advisor at Guardian Life or one who fits your needs even better.
Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and corporate clients with brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third‑party investment advisory programs. Advisory relationships can be discretionary or non‑discretionary and use model portfolios provided by in‑house managers, Envestnet, or third‑party strategists; VestWise™ is the firm’s lower‑fee hybrid digital advisory solution that uses Franklin Advisers models and AdvisorEngine technology. Park Avenue typically clears through Pershing, bills asset‑based advisory fees on program accounts, and offers tailored services via IARs including subscription financial planning and ERISA 3(38) plan management options. Noteworthy features in the ADV that may differ from many peers include the firm’s insurer ownership and the prevalence of IARs who also sell Guardian insurance products, the use of the Dreyfus Insured Deposit Bank Sweep as a default cash sweep (with distributor payments to the firm), access to Fiscalyze (an agent‑owned business‑consulting tool with override compensation), and a parent‑company economic relationship with Hamilton Lane warrants; the brochure discloses these arrangements and other revenue‑sharing practices and also summarizes prior SEC/FINRA enforcement matters related to mutual‑fund share‑class disclosures.
To learn more about the advisors currently working at Guardian Life, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Guardian Life's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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