Brooklyn, NY A Marcy Avenue Office

Team
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Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 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 and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

185 A Marcy Avenue

Brooklyn NY 11211

Advisors at this office

5

Advisors at this office

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Wolf P

Series 63

Brooklyn, NY

Guardian Life

Wolf Perl is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 credential and over 28 years of industry experience. He has worked at both firms since the early 1990s and late 1990s respectively. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, delivering tailored financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Menachem H

Series 63

Brooklyn, NY

Guardian Life

Menachem Hartman is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. He has worked at both firms since 2004. Outside of his advisory role, he engages in public speaking and motivation, accepting invitations to inspire audiences at various organizational events. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with financial planning, consulting, and access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Mendy K

Series 66

Brooklyn, NY

Guardian Life

Mendy Kaufman is a financial advisor with Guardian Life holding a Series 66 designation and eight years of industry experience. His prior work includes a one-year role at Lebowitz CPA, and he has been affiliated with Park Avenue Securities and Guardian Life since 2016. Outside of advisory work, he assists with Night Aid, a nonprofit initiative started by his father. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and several proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Yosef M

Series 65

Brooklyn, NY

Guardian Life

Yosef Marsow is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 65 designation and based in Brooklyn, NY. He has been with Guardian Life since 2019 and joined Park Avenue Securities in 2026. Outside of his financial services career, he is involved with the Jewish Center of Ulyanovsk. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Rafael E

Series 63, Series 65

Brooklyn, NY

Guardian Life

Rafael Ekstein is a financial advisor with Guardian Life in Brooklyn, NY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Guardian Life and its affiliates since 1993, including a tenure at Park Avenue Securities since 2018. Outside of his advisory work, he serves as a trustee of the Cornerstone Foundation alongside his wife and is a board member of Highview National Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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