New York, NY Fifth Avenue 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

535 Fifth Avenue, 13th Floor

New York NY 10017

Advisors at this office

26

Advisors at this office

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Ryan G

Series 63, Series 65

New York, NY

Guardian Life

Ryan Gibbons is a financial advisor at Guardian Life with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, First Republic Securities Company, and Rockefeller Financial LLC. Gibbons has also been involved with Sequent (Florida) LLC in wealth planning and investment-related roles. Guardian Life's Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, including high-net-worth clients, retirement plan sponsors, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party solutions tailored by investment adviser representatives.

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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Jordan E

Series 66

New York, NY

Guardian Life

Jordan Eidelkind is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, he held roles in various sectors including healthcare technology, hospitality, and music. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through 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
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Steven S

Series 63

New York, NY

Guardian Life

Steven Schacter is a financial advisor with Guardian Life in New York, NY, holding a Series 63 designation and 32 years of industry experience. He has worked extensively with Guardian Life and its affiliated entities since 1985. Outside of his advisory role, he is involved with Adjust Inc., a firm engaged in selling life, disability, and annuity products. 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 a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to 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
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Henry S

Series 63

New York, NY

Guardian Life

Henry Schneider is a financial advisor at Guardian Life with 28 years of industry experience. He holds the Series 63 designation and has been with Guardian Life and its affiliates since 2010, including his current role at Park Avenue Securities. Park Avenue Securities LLC, a wholly owned 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 range of financial planning and consulting services and combines advisor-led discretionary management with model-based strategies through 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
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Vlad S

Series 63, Series 65

New York, NY

Guardian Life

Vlad Shafir is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Mass Mutual NJ-NYC, and New York Life Insurance Company. His other business activities include insurance services outside of Guardian Life. 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 range of advisory and consulting services, combining advisor-led discretionary management with model-based strategies and various 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
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Tey K

Series 66

New York, NY

Guardian Life

Tey Kim is a financial advisor at Guardian Life with 19 years of industry experience and holds the Series 66 designation. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MassMutual Life Insurance Company, MSI Financial Services, and Equitable Advisors. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies 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
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Frank S

Series 63, Series 65

New York, NY

Guardian Life

Frank Schursky is a financial advisor with Guardian Life in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Guardian Life and its related entities since 2008 and has been associated with Forest Hills Financial since 2007. In addition to his advisory role, he acts as a life, accident, and health insurance broker. Guardian Life’s Park Avenue® Wealth Management 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 proprietary programs, third-party advisory 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
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Amanda S

CFP®, Series 63, Series 65

New York, NY

Guardian Life

Amanda Salo is a CFP® professional with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. She has held various roles within these firms since 2014. Outside of her financial advisory work, she is an author and speaker working on a book, and has been a freelance musician since 2000. Park Avenue Securities, 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 tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party 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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Zisel R

Series 63

New York, NY

Guardian Life

Zisel Rosen is a financial advisor at Guardian Life with 31 years of industry experience. She holds a Series 63 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company of America since 1997. Outside of her advisory work, she serves as Treasurer for the Kingswood A Condominium Association. 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, along with access to proprietary wrap programs, third-party advisory solutions, and insurance products 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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Brennen F

Series 66

New York, NY

Guardian Life

Brennen Forster is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he also acts as an insurance broker, selling life, accident, and health insurance policies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party 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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Faisal S

Series 63

New York, NY

Guardian Life

Faisal Shahed is a financial advisor at Guardian Life with 21 years of industry experience. He has been with Guardian Life since 2006. He holds a Series 63 designation. Outside of his advisory role, he is involved in selling insurance products independently. 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies 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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David P

Series 63

New York, NY

Guardian Life

David Perlmutter is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. He has worked at Forest Hills Financial and has maintained multiple roles within Guardian Life and Park Avenue Securities over the past two decades. Outside of his advisory duties, he operates Forest Hills Financial Group NY LLC as a general agent and manages Perlmutter Group LLC for compensation pass-through purposes. Park Avenue Securities LLC, 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 provides a range of financial planning and investment solutions combining advisor-led discretionary management with 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
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Louis P

Series 66

New York, NY

Guardian Life

Louis Perino is a financial advisor with Guardian Life, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Park Avenue Securities, MassMutual, HighTower Advisors, and Merrill. He was previously associated with a family LLC that is now dormant and was briefly listed as an insurance consulting brand. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and consulting, combining 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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Matthew N

Series 66

New York, NY

Guardian Life

Matthew Nonnenmacher is a financial advisor at Guardian Life with Series 66 credentials and one year of industry experience. His prior work includes roles at FOREST HILLS FINANCIAL GROUP and ODOWD BIERALS. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and educational 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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Nathan P

ChFC®, Series 63

New York, NY

Guardian Life

Nathan Perlmutter is a ChFC® credentialed financial advisor with 52 years of industry experience, currently with Guardian Life in New York, NY. His career has been primarily with Guardian Life since 1999. Outside of his advisory role, he is involved in several business ventures including management roles in Forest Hills Financial Group and related entities, and operates multiple Guardian general agencies. Guardian Life's subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms to tailor client relationships and provide a range of financial planning and consulting 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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