New York, NY Third Ave 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

777 Third Ave, Suite 1703

New York NY 10017

Advisors at this office

10

Advisors at this office

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Asghar K

CFP®, ChFC®, Series 63, Series 65

New York, NY

Guardian Life

Asghar Kazim is a CFP® and ChFC® financial advisor with over 30 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, holding roles at both firms since 2010 and 2017 respectively, and has worked with Regent Financial Group since 2008. Kazim serves on the board of the American Pakistan Foundation. Park Avenue Securities LLC, part 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory 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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Sherif M

Series 63, Series 65

New York, NY

Guardian Life

Sherif Mesiha is a financial advisor with Guardian Life in New York, NY, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked with Guardian Life and its related entities since 2007 and has been affiliated with Park Avenue Securities since 2019. Outside of his advisory role, he is involved in managing an insurance business offering homeowner and umbrella policies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

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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Brett K

Series 63, Series 65

New York, NY

Guardian Life

Brett Kulman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes multiple roles at Guardian Life and its subsidiaries since 2011. Outside of his advisory work, he serves as a basketball referee in the Westchester, NY area. 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and insurance products through its connection 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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Ziama H

Series 63

New York, NY

Guardian Life

Ziama Harmon is a financial advisor at Guardian Life with 14 years of industry experience. He holds a Series 63 designation and has worked at Guardian Life and its affiliate Park Avenue Securities since 2014. 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 tailored client relationships via advisor-led discretionary management and model-based strategies, supported by proprietary programs 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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Attila B

Series 66

New York, NY

Guardian Life

Attila Boda is a financial advisor with Guardian Life holding a Series 66 designation and one year of industry experience. He previously worked at Morgan Stanley for 15 years and Citi for one year. Outside of his advisory role, he is involved with Real Steel Honda Racing, assisting as a mechanic and technician for a motorcycle race team competing in the 2025 MotoAmerica series. Guardian Life’s subsidiary Park Avenue Securities 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 through proprietary and third-party platforms, supported by comprehensive 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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Michael M

Series 66

New York, NY

Guardian Life

Michael Mederrick is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and over 20 years of industry experience. He has been affiliated with Guardian Life since 2005 and Park Avenue Securities since 2006. Mederrick holds a Juris Doctor degree but does not practice law. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm provides 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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Mitchell C

Series 66

New York, NY

Guardian Life

Mitchell Coopersmith is a financial advisor at Guardian Life with 15 years of industry experience. He holds a Series 66 credential and has been associated with Guardian Life and its subsidiary Park Avenue Securities since 2010. Outside of his advisory role, he operates an LLC to manage administrative support for his practice. Park Avenue Securities LLC, part of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through 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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Deborah B

Series 63, Series 65

New York, NY

Guardian Life

Deborah Baum is a financial advisor at Guardian Life with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Guardian Life and its affiliates since 1989. Outside of her advisory role, she serves as an officer for the charitable organization Congregation Austrian Gemelith Chasudim. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides personalized financial planning and investment management using a combination of advisor-led discretionary strategies, proprietary programs, 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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Howard E

Series 63

New York, NY

Guardian Life

Howard Elias is a financial advisor at Guardian Life with 33 years of industry experience. He has been associated with Guardian Life and its affiliates since 1984, including a recent role at Park Avenue Securities. Outside of his advisory duties, he serves as trustee for two family trusts and is involved in executive roles for several related business entities. 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 blend of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, 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
user avatar

Raiyan M

Series 66

New York, NY

Guardian Life

Raiyan Minhas is a financial advisor at Guardian Life and holds a Series 66 designation. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2026, following prior experience at Wealth Advisory Group and Fidelity Investments. Park Avenue Securities LLC, operating as 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 solutions, and a range of 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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