New York, NY 261 Madison Ave Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

9

Of 1,910 advisors across 510 offices

Location

261 Madison Ave, 27th Floor

New York NY 10016

Advisors at this office

9

Advisors at this office

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Sebastien F

Series 66

New York, NY

Guardian Life

Sebastien Ferjule is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Astoria Finance, Crystal Finance, and BNP Paribas. Outside of his advisory role, he is involved with SAS Suprem, an investment-related business based in Lyon, France. 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 transaction-based brokerage and fee-based advisory services, employing a mix of proprietary model portfolios and third-party strategies across various investment programs.

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

ChFC®, Series 63, Series 65

New York, NY

Guardian Life

Anthony Mazzei Sr. is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been affiliated with Primerica Advisors since 1999, with additional roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in several business ventures including National Financial Network, LLC, and serves on the Foundation for Charity for NFN. Park Avenue Securities LLC serves a diverse retail client base offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in assets under management.

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

Series 63, Series 66

New York, NY

Guardian Life

Theodore Katelas is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Equitable Advisors, LPL Enterprise, and Park Avenue Securities. Outside of his advisory work, he was involved with BQE Café Billiards for several years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment programs and tailored advisory solutions supported by both proprietary and third-party managers.

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

ChFC®, Series 66

New York, NY

Guardian Life

Michael Maresca is a ChFC® and holds a Series 66 license, currently serving as a financial advisor with Primerica Advisors. He has 21 years of industry experience, with a significant portion of his career at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved as a co-general agent for multiple Guardian general agencies and participates in nonprofit activities through The NFN Foundation. 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 proprietary model portfolios and third-party managers, with a range of investment options and account-level services.

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

CFA®, Series 63

New York, NY

Guardian Life

Noal Goldfarb is a CFA® charterholder and Series 63 licensed advisor with 14 years of industry experience. He has been with Primerica Advisors since 2012 and concurrently holds roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Goldfarb serves as a board member of The Community Chest of Port Washington, participating in fundraising and community support activities. Park Avenue Securities LLC serves a diverse retail client base, including individual, high-net-worth, charitable, and corporate clients, offering both brokerage and advisory services. The firm employs a variety of investment strategies through proprietary and third-party platforms, supporting discretionary and non-discretionary accounts with a broad range of investment options.

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

Series 63, Series 65

New York, NY

Guardian Life

Jake Miller is a financial advisor at Guardian Life and holds Series 63 and Series 65 licenses. He has three years of industry experience with prior roles at LPL Enterprise, The Prudential Insurance Company of America, and Citi Bank. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

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

Series 63, Series 66

New York, NY

Guardian Life

Robert Depalo Jr. is a financial advisor with Guardian Life and Park Avenue Securities in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He also maintains a legal practice providing Trust and Estate as well as Corporate Law services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, offering access to proprietary and third-party programs and both discretionary and non-discretionary portfolio management.

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

Series 63, Series 65

New York, NY

Guardian Life

Robert Votruba is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Primerica Advisors since 2007 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he teaches financial planning classes to licensed CPAs and agents through the New York State Insurance Department and is involved with The NFN Foundation. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial and retirement planning, through a combination of proprietary and third-party investment strategies. The firm manages accounts using various platforms and supports a range of investment types with discretionary and non-discretionary management options.

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

Series 63

New York, NY

Guardian Life

Veronica Chang is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and over 32 years of industry experience. She has worked at Park Avenue Securities since 2003 and has been associated with Guardian Life Insurance Company since 2001. Outside of her advisory roles, she serves as an approved continuing education monitor for the New York State Insurance Department. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and a digital advice platform, managing accounts on both discretionary and non-discretionary bases.

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