Garden City, NY Stewart Avenue Office

Team
Updated today
Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

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 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

900 Stewart Avenue, Suite 500

Garden City NY 11530

Advisors at this office

17

Advisors at this office

user avatar

Timothy M

Series 63, Series 65

Garden City, NY

Guardian Life

Timothy Murray is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes over a decade at Commerce One Financial before joining Guardian Life and Park Avenue Securities. Outside of his advisory role, he is active as a musician in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

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

Michael R

Series 63, Series 65

Garden City, NY

Guardian Life

Michael Reyes is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Prior to his financial services career, Reyes held roles in retail and education, including positions at Sundown Ski and Snowboard and Adelphi University. 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 offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and integrated lending options.

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

Alexander M

CFP®, ChFC®, Series 63, Series 66

Garden City, NY

Guardian Life

Alexander Miradoli is a CFP® and ChFC® professional with eight years of experience in financial advising. He is currently affiliated with Park Avenue Securities, LLC, a subsidiary of Guardian Life, where he has worked since 2017. His prior experience includes roles at Foresters Financial Services and a brief period at AppAcademy and Binghamton University. Park Avenue Securities LLC provides brokerage and advisory services to individual, corporate, retirement plan, and charitable clients. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering tailored financial planning and investment solutions supported by proprietary programs 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
user avatar

Nicholas M

Series 66

Garden City, NY

Guardian Life

Nicholas Miradoli is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial industry, he worked for seven years at Strathmore Vanderbilt Country Club and four years at Manhasset Secondary School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, 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 and consulting services tailored to client needs.

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

Jack F

Series 66

Garden City, NY

Guardian Life

Jack Fiorillo is a financial advisor with Guardian Life holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, New York Life Insurance Company, and NY LIFE Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, 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, incorporating proprietary and third-party platforms, and provides tailored client relationships that may include 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

William K

Series 63

Garden City, NY

Guardian Life

William Katz is a financial advisor with Guardian Life in Garden City, NY, holding a Series 63 designation and over 34 years of industry experience. He has been with Guardian Life and its affiliated companies since 1992. Katz serves as a trustee for two family trusts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offers access to proprietary and third-party advisory solutions, and integrates insurance products and alternative investments through its connection with Guardian Life.

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

Joseph O

Series 66

Garden City, NY

Guardian Life

Joseph O Donnell is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having eight years of industry experience. His prior work includes nine years with Moore Capital Management. Outside of his advisory role, he is involved in business planning for a group benefits provider working with a union fund. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and providing access to proprietary programs 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
user avatar

Douglas H

Series 63

Garden City, NY

Guardian Life

Douglas Holzer is a Series 63-licensed financial advisor with 20 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2012. Holzer is involved in insurance sales, including group health and life insurance products, as part of his professional activities. 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 investment solutions tailored to client needs.

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

Matthew S

ChFC®, Series 66

Garden City, NY

Guardian Life

Matthew Sawicki is a financial advisor with Guardian Life and holds the ChFC® designation and Series 66 license. He has six years of experience at both Park Avenue Securities and Guardian Life, and previously worked for ten years in the Floral Park-Bellerose School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party 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

Frank B

PFS™, Series 63

Garden City, NY

Guardian Life

Frank Bove is a financial advisor with Guardian Life, holding the PFS™ and Series 63 designations and bringing 26 years of industry experience. He has worked at Guardian Life Insurance Company of America since 2010 and is also a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. In addition to his advisory work, he provides tax and accounting consulting services. Guardian Life, through its Park Avenue® Wealth Management subsidiary, serves 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, along with various financial planning and consulting services tailored to client needs.

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

Dean R

Series 63, Series 66

Garden City, NY

Guardian Life

Dean Rothman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Park Avenue Securities since 2003 and Guardian Life since 2002. Rothman also engages in health insurance sales outside of Guardian through a fellow Guardian broker. Park Avenue Securities LLC, 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, along with financial planning, consulting, and access to both 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
user avatar

Carlo R

Series 66

Garden City, NY

Guardian Life

Carlo Ritaccio is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he has experience running a pizzeria business. 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 variety of financial planning, consulting, and investment solutions tailored to client needs.

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

Jesse M

Series 66

Garden City, NY

Guardian Life

Jesse Mistretta is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. Prior to joining Guardian Life in 2023, he worked at New York Life and held roles in legal and business settings, including the Hollander Law Group and Calvin Klein’s legal division. He holds a Juris Doctorate but is not practicing law. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporations, and organizations. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies and supports clients with specialized programs and integrated lending options.

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

Andrea O

Series 63, Series 66

Garden City, NY

Guardian Life

Andrea Owen Boyd is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her work history includes roles at Equitable Advisors, LPL Financial, and Bethpage Federal Credit Union. Outside of finance, she is involved in community activities with Grace United Methodist Church and coordinates events for the Morant Bay High School Alumni Association. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including high-net-worth individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with specialized tools and access to insurance and alternative investment products.

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

Joseph F

Series 66

Garden City, NY

Guardian Life

Joseph Falco III is a financial advisor at Guardian Life with the Series 66 designation and two years of industry experience. He has worked with firms including Park Avenue Securities and Ameriprise Financial Services. Outside of his advisory role, he is involved in an outside insurance business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies supported by 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)