King of Prussia, PA Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

13

Of 1,910 advisors across 510 offices

Location

150 South Warner Road, Suite 120

King of Prussia PA 19406

Advisors at this office

13

Advisors at this office

user avatar

Anthony C

Series 63, Series 65

King of Prussia, PA

Guardian Life

Anthony Corio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with both Guardian Life and Park Avenue Securities since 2011. Outside of his advisory role, he serves on the executive board for Coaches vs. Cancer's Basketball Gala benefiting the American Cancer Society and provides debt counseling services. Park Avenue Securities LLC, doing business 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 brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

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

Sean S

Series 66

King of Prussia, PA

Guardian Life

Sean Sykes is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and National Financial Network. Outside of advising, he serves as an assistant coach for the Methacton High School boys' lacrosse team. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

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

Steven E

CFP®, ChFC®, Series 63, Series 65

King of Prussia, PA

Guardian Life

Steven Earhart is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2009. Earhart serves as an Associate Editor for The Society of Financial Services Professional Journal and is Chair of the Board for the Perkiomen Valley Chamber of Commerce. He is also involved in various community and advisory roles, including church finance and alumni boards. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment programs and providing integrated financial planning, retirement, and business consulting solutions.

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

Alexandre Q

Series 66

King of Prussia, PA

Guardian Life

Alexandre Quantin is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member of the French International School of Philadelphia and operates several consulting and service businesses. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets under management.

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

Kevin M

Series 63, Series 66

King of Prussia, PA

Guardian Life

Kevin Martin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes over a decade at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of his advisory role, he owns residential rental property. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

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

Robert F

Series 66

King of Prussia, PA

Guardian Life

Robert Filipone is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has experience working at Chester Valley Golf Club and Kennett Square Golf and Country Club. 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 brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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

Lawrence R

Series 63, Series 66

King of Prussia, PA

Guardian Life

Lawrence Rosenthal is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has 38 years of industry experience, including long tenures at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for the Jewish High School for Boys. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers 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

Adam B

ChFC®, Series 63

King of Prussia, PA

Guardian Life

Adam Boyer is a financial advisor with Primerica Advisors, holding a ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved with USAFrance Services, LLC, a non-investment-related business. 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 various brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple account types.

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

Olivier S

Series 66

King of Prussia, PA

Guardian Life

Olivier Sureau is a Series 66-registered financial advisor with Guardian Life, based in King of Prussia, PA. He has a combined eight years of industry experience, including roles at Fiducial Jade Inc and Park Avenue Securities. Outside of his advisory work, he is involved in various business ventures primarily connected to international holdings and consulting. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

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

James C

Series 63, Series 66

King of Prussia, PA

Guardian Life

James Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory role, he is involved in local arts organizations, serving as Treasurer for the Arts Community of Easton and participates in animal advocacy through the Animal Defenders of Greater Lehigh Valley. He also maintains a personal art sale website and writes articles for the platform Medium. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

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

Rocco M

Series 66

King of Prussia, PA

Guardian Life

Rocco Mazzei is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Mazzei has held positions at various organizations, including Salve Regina University and The Reef Newport. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, leveraging both proprietary and third-party models.

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

Patricia P

ChFC®, Series 63

King of Prussia, PA

Guardian Life

Patricia Picardi is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and 41 years of industry experience. She has worked with Guardian Life and Park Avenue Securities since 2002. Outside of her advisory role, she is involved in insurance services beyond Guardian and manages a family revocable trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

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

Brian S

CFP®, ChFC®, Series 63, Series 65

King of Prussia, PA

Guardian Life

Brian Sykes is a CFP® and ChFC® with 22 years of experience in financial services. He is currently with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2003. Outside of his advisory role, he is the founder of Founding Capital, LLC. Primerica Advisors serves a diverse retail client base, providing both brokerage and fee-based advisory services along with financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies, supporting various account types and lending solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")