Melville, NY 200 Broadhollow Road Office

Team
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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

200 Broadhollow Road, Suite 405

Melville NY 11747

Advisors at this office

34

Advisors at this office

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Harvey W

Series 63

Melville, NY

Guardian Life

Harvey Weiner is a financial advisor at Guardian Life with 44 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2015. In addition to his advisory role, he operates as an insurance broker offering various insurance products independently. Guardian Life, through its subsidiary Park Avenue Wealth Management, 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 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
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Travis H

Series 66

Melville, NY

Guardian Life

Travis Hayon is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has previously worked with Park Avenue Securities, The Neefus-Stype Agency, and Cornerstone Insurance Services. Outside of his advisory role, he serves as the Interim Membership Chair for LeTip, a professional networking organization. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment 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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Michael D

CFP®, Series 63, Series 66

Melville, NY

Guardian Life

Michael Di Marco is a CFP® professional with 10 years of experience in financial advising. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked previously at American Express Financial Advisors and IDS Life Insurance Company. He also has over two decades of experience with Country Fair Management LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and a range of consulting and financial planning 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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Mordechai L

Series 63, Series 66

Melville, NY

Guardian Life

Mordechai Lev is a financial advisor at Guardian Life with 9 years of industry experience. He holds Series 63 and Series 66 designations. His career has been primarily with Guardian Life since 2012. Guardian Life’s subsidiary, Park Avenue Wealth Management, 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 proprietary programs, third-party solutions, 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
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Randy B

Series 63

Melville, NY

Guardian Life

Randy Brickman is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 27 years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2024. Outside of his advisory role, he serves as president of a networking group, BNI Just Do It!!. Park Avenue Securities LLC offers 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 provides access to insurance products and alternative investments through its affiliation 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
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Lawrence B

ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Lawrence Barth is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including over a decade at Hornor, Townsend & Kent, LLC. Outside of his advisory work, he serves as President of Eitz Chayim Dogwood Park, a synagogue in West Hempstead, NY. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary and third-party platforms to tailor client relationships.

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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Pambayan M

Series 63, Series 65

Melville, NY

Guardian Life

Pambayan Meyyan is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Guardian Life since 2015 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses, offering tailored financial planning and consulting through both advisor-led discretionary management and model-based strategies.

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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Nicholas A

CFP®, Series 66

Melville, NY

Guardian Life

Nicholas Alfino is a CFP® and holds a Series 66 license, with 12 years of experience in financial services. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities for the past 10 years. Outside of his advisory role, he serves as president of the GAIN IBO Networking Group, focusing on maintaining and growing the organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based investment strategies, alongside access to proprietary programs, third-party solutions, and integrated financial planning 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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Joel M

Series 63

Melville, NY

Guardian Life

Joel Moskowitz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 15 years of industry experience. He has been with Guardian Life since 2012 and with Park Avenue Securities since 2016. Outside of his advisory roles, he holds a minority ownership in RAG RFSNY LLC, a corporation related to disability insurance trail payments. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm blends 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
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Robert S

ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Robert Schrier is a financial advisor with Guardian Life in Melville, NY, holding the ChFC®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Guardian Life and its related entities since 1993. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—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 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
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Coletta A

Series 66

Melville, NY

Guardian Life

Coletta Alagia is a financial advisor at Guardian Life with a Series 66 license and entry-level industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, JT Urraro, and Northwestern Mutual Life Insurance Company. Outside of finance, she has experience with Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and education 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
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Herbert O

Series 63

Melville, NY

Guardian Life

Herbert Oster is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 designation and 42 years of industry experience. He has been with Guardian Life and its affiliated companies since 2012. Outside of his advisory role, he has a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Guardian Life's subsidiary, Park Avenue® Wealth Management, 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, with tailored client relationships 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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Thomas P

Series 63

Melville, NY

Guardian Life

Thomas Palmeri is a financial advisor at Guardian Life with 40 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2010. Outside of his advisory role, he volunteers as a kitchen manager at The INN @ St Francis soup kitchen in Patchogue, NY, and serves as president-elect of the Patchogue Rotary Club, where he also previously held the positions of sergeant of arms and secretary. He is the treasurer on the NAIFA New York State Executive Committee and Board. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, discretionary and model-based portfolio management, and a variety of proprietary and third-party advisory solutions, with 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
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Isa A

Series 66

Melville, NY

Guardian Life

Isa Abdur Rahman is a financial advisor with Guardian Life and holds a Series 66 designation. Though new to the industry, he has prior experience at Guardian Life Insurance Company and Park Avenue Securities, and previously worked with Row New York Inc. and Port Rowing. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 combines advisor-led discretionary management with model-based strategies, providing tailored client relationships and a range of financial planning and consulting 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

Leonard C

Series 63, Series 66

Melville, NY

Guardian Life

Leonard Cohen is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Guardian Life and its affiliates since 2010 and is also active in disability insurance through Metro DI. He is affiliated with Park Avenue Securities LLC, a Guardian Life subsidiary that 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 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
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