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New York, NY Hudson Yards Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

13

Of 1,910 advisors across 510 offices

Location

10 Hudson Yards

New York NY 10001

Advisors at this office

13

Advisors at this office

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Brian S

Series 66

New York, NY

Guardian Life

Brian Sturdivant is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and Morgan Stanley. 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, utilizing proprietary and third-party investment strategies across a range of account types and programs.

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

Series 66

New York, NY

Guardian Life

Marianne Caswell is a financial advisor with Primerica Advisors who holds a Series 66 designation and has eight years of industry experience. She has worked with Park Avenue Securities, LLC and Guardian Life Insurance Company since 2013. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies along with financial and business consulting.

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

ChFC®, Series 63

New York, NY

Guardian Life

John Neumann is a financial advisor at Guardian Life with over 36 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, P.J. Robb Variable Corp., Crump Life Insurance Services, and MassMutual Financial Group. 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, and a range of investment advisory programs.

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

Series 63, Series 66

New York, NY

Guardian Life

Sherri London is a financial advisor with Primerica Advisors based in Caldwell, NJ, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2015. Outside of her advisory role, she serves as co-chair of the Tottenville High School Class of 1981 Reunion Committee. 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 a range of brokerage and advisory services, implementing investment strategies through proprietary and third-party model portfolios, and supports various account-level features such as lending solutions and tax-harvesting.

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

CFP®, Series 66

New York, NY

Guardian Life

Jason Zrada is a CFP® professional affiliated with Primerica Advisors, with 14 years of industry experience. He has worked at Merrill and Bank of America, N.A. from 2011 to 2024 and is currently associated with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a combination of proprietary and third-party investment strategies and manages 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
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Raul G

Series 63, Series 65

New York, NY

Guardian Life

Raul Gutierrez is a financial advisor with Primerica Advisors based in New York, NY. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved with Rosa Victoria, a weekend activity focused on packaging and boutique outreach. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and offers 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
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Frances A

Series 65, Series 63

New York, NY

Guardian Life

Frances Aguilera is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and possessing 16 years of industry experience. She has been associated with both Guardian Life Insurance Company and Park Avenue Securities since 2014. 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, and investment advisory programs.

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

Series 66

New York, NY

Guardian Life

Christine Fresco is a financial advisor with Primerica Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2006 and 2024, respectively. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services, financial planning, and consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account features including discretionary management, alternative investments, and securities-based lending.

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

Series 63, Series 65

New York, NY

Guardian Life

David Skoda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Guardian Life Insurance Company and Park Avenue Securities since 2012. 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, utilizing a range of proprietary and third-party investment strategies and platforms.

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

Series 66

New York, NY

Guardian Life

Dianne Ramos is a financial advisor with Primerica Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. 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 brokerage and advisory services, financial planning, retirement-plan consulting, and business consulting, utilizing 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
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Angela E

Series 63, Series 65

New York, NY

Guardian Life

Angela Egbert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies LLC, and New York Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.

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

Series 66

New York, NY

Guardian Life

Eric Korngold is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding a Series 66 designation and 18 years of industry experience. His career includes eight years at Citigroup before joining Guardian Life and Park Avenue Securities in 2013. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory options including discretionary and non-discretionary management, employing both proprietary and third-party models.

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

Series 63, Series 65

New York, NY

Guardian Life

Thomas Bellaro is a financial advisor at Guardian Life with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities and Guardian Life since 2012. His background includes roles at Park Avenue Investment Advisory, LLC. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension 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
View complete list of advisors at this office
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