Boston, MA A Commonwealth Avenue Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

3

Of 1,910 advisors across 510 offices

Location

388 A Commonwealth Avenue

Boston MA 02215

Advisors at this office

3

Advisors at this office

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Anthony R

Series 66

Boston, MA

Guardian Life

Anthony Ragozine is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors in Boston, MA. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He also engages in offering insurance products outside of those provided through Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

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

Series 65, Series 63

Boston, MA

Guardian Life

Lee Newman is a financial advisor at Guardian Life with two years of experience in the industry. He holds Series 65 and Series 63 licenses and has prior work experience with JF Hillebrand. Newman is based in Boston, MA. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement consulting, and investment advisory programs.

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

Series 66

Boston, MA

Guardian Life

John Matuszewski is a financial advisor with Guardian Life, holding a Series 66 designation and based in Boston, MA. He has held roles at several firms, including Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

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