Brooklyn, NY Office
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Guardian Life
Enterprise
Firm-wide stats for Guardian Life
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
Based on Guardian Life
Location
Brooklyn NY
Advisors at this office
3
Advisors at this office
Jonathan R
Series 63, Series 65
Brooklyn, NY
Guardian Life
Jonathan Rosenbaum is a financial advisor with Primerica Advisors based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, and supports various financial planning and consulting solutions.
Meyer L
Series 66
Brooklyn, NY
Guardian Life
Meyer Laniado is a financial advisor with Guardian Life and holds the Series 66 designation, with eight years of industry experience. He has worked extensively with both Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Meyer provides fee-based consulting for business and estate planning through Planning Alliance Consulting and is involved with an independent insurance agency partnering with a nonprofit organization. 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. The firm offers a combination of brokerage services, financial planning, retirement plan consulting, and advisory programs featuring proprietary and third-party investment models.
Joseph M
Series 66
Brooklyn, NY
Guardian Life
Joseph Maleh is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities. Outside of his advisory role, he is involved in consulting through Planning Alliance Consulting LLC and serves as a consultant for Man of the World LLC, a men's jewelry business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a variety of investment advisory programs, including discretionary and non-discretionary models managed in-house and by third parties.
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