Atlanta, GA 3525 Piedmont Road NE Office

Team
Updated today
Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,910

Across 507 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

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.

Based on Guardian Life

Expertise

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Based on Guardian Life

Occupation focus

Founder/Business Owner Retired Executive

Based on Guardian Life

Location

3525 Piedmont Road NE, Bldg 5, Suite 435

Atlanta GA 30305

Advisors at this office

5

Advisors at this office

user avatar

Cecelia N

Series 63, Series 65

Atlanta, GA

Guardian Life

Cecelia Nelson is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at Equity Services Inc, National Life Group, and Morgan & Morgan PLLC. Her outside business activities include involvement with CZN Acquisitions LLC, where she dedicates a notable portion of her time. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporate clients, utilizing a range of investment programs and model portfolios from in-house and third-party managers.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Eryk W

Series 63, Series 66

Atlanta, GA

Guardian Life

Eryk Watson is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has four years of industry experience and previously worked at Northwestern Mutual. Outside of his advisory role, he owns and operates E33 Eagles, a non-financial services business focused on coaching, scheduling, and budgeting. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, and investment advisory services to individuals, pension plans, nonprofits, and corporate clients using both proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ashaunda D

Series 63, Series 65

Atlanta, GA

Guardian Life

Ashaunda Davis is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Park Avenue Securities since 2021 and previously held roles at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Services. Davis is also an author of "Wealth Over Riches." Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a combination of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Adam Y

Series 63, Series 65

Atlanta, GA

Guardian Life

Adam Youngman is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Northwestern Mutual. Outside of advising, he is involved in offering insurance products beyond his work with Guardian Life. Primerica Advisors serves a broad retail client base and provides a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Samuel R

Series 63, Series 65

Atlanta, GA

Guardian Life

Samuel Renken is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2018 and previously held roles at Mass Mutual and Mutual of Omaha. Outside of his advisory work, he is involved as a board member of the Hambidge Center, an organization offering residencies and workshops in the visual and culinary arts. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, high-net-worth, and institutional clients with brokerage services, financial planning, and investment advisory programs using a range of model portfolios and technology-driven solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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