Paramus, NJ Office

Team
Updated today
Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,910

Across 507 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, is a dually registered broker‑dealer and SEC‑registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and corporate clients with brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third‑party investment advisory programs.

Advisory relationships can be discretionary or non‑discretionary and use model portfolios provided by in‑house managers, Envestnet, or third‑party strategists; VestWise™ is the firm’s lower‑fee hybrid digital advisory solution that uses Franklin Advisers models and AdvisorEngine technology. Park Avenue typically clears through Pershing, bills asset‑based advisory fees on program accounts, and offers tailored services via IARs including subscription financial planning and ERISA 3(38) plan management options.

Noteworthy features in the ADV that may differ from many peers include the firm’s insurer ownership and the prevalence of IARs who also sell Guardian insurance products, the use of the Dreyfus Insured Deposit Bank Sweep as a default cash sweep (with distributor payments to the firm), access to Fiscalyze (an agent‑owned business‑consulting tool with override compensation), and a parent‑company economic relationship with Hamilton Lane warrants; the brochure discloses these arrangements and other revenue‑sharing practices and also summarizes prior SEC/FINRA enforcement matters related to mutual‑fund share‑class disclosures.

Based on Guardian Life

Expertise

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Based on Guardian Life

Occupation focus

Founder/Business Owner Retired Executive

Based on Guardian Life

Location

52 Forest Ave

Paramus NJ 07652

Advisors at this office

43

Advisors at this office

user avatar

William M

Series 66

Paramus, NJ

Guardian Life

William Marbit is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has 19 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products with companies other than Guardian. Primerica Advisors 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 model portfolios and third-party investment managers to implement diversified investment strategies.

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

Series 66

Paramus, NJ

Guardian Life

Justin Miller is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, and holds a Series 66 designation. He has one year of industry experience and previously served in the United States Coast Guard Station Washington. Park Avenue Securities provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary advisory relationships.

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

Series 66

Paramus, NJ

Guardian Life

Erin Hoffman is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. She has held concurrent roles at Guardian Life Insurance Company since 2017 and Park Avenue Securities since 2020. Outside of her advisory work, she serves as vice chair and board member of the New Jersey National Women in Roofing Council and is involved with nonprofit boards including Eminae Network and Spry Forward, as well as running a consulting business focused on networking and personal brand development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary accounts across various asset types.

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

Series 63, Series 65, Series 66

Paramus, NJ

Guardian Life

Eric Abramson is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1999 and has worked concurrently with Guardian Life Insurance Company of America since 1993. Abramson serves as vice president of the Greater New Jersey Estate Planning Council, is involved in a management partnership arranging speaking engagements on non-financial topics, owns thoroughbred racehorses, and sits on the Board of Trustees for the CarePlus NJ Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, offering brokerage and advisory services to a diverse client base including individuals, high-net-worth investors, charities, and corporations. The firm provides a variety of investment programs, financial planning, and consulting services, utilizing proprietary and third-party 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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Jeffrey B

ChFC®, Series 63

Paramus, NJ

Guardian Life

Jeffrey Benowitz is a financial advisor at Guardian Life with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities, WJB Financial Services, and Guardian Life since the mid-1990s. He is also involved in insurance activities outside of Guardian, including life and disability insurance from other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships, including a hybrid digital advisory solution and tailored services.

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

Series 63, Series 65

Paramus, NJ

Guardian Life

Michael Weiss is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Weiss also conducts life insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and business consulting, 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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Eric T

Series 66

Paramus, NJ

Guardian Life

Eric Tarlo is a financial advisor with Guardian Life and holds a Series 66 designation. He has worked in the financial services industry since 2022, with prior experience at Certified Financial Services and Thatcher McGhee's. His background also includes roles outside finance, such as positions at Wise Music Group and Valley Stables. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

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

Series 66

Paramus, NJ

Guardian Life

Christopher Redmond is a financial advisor with Primerica Advisors holding a Series 66 designation and no prior industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2024. Outside of his advisory role, Redmond has served as a firefighter with the Fire Department City of New York since 2007. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and a digital advice platform to implement 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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Gari S

Series 66

Paramus, NJ

Guardian Life

Gari Semon is a financial advisor with Guardian Life and holds a Series 66 designation. He has 17 years of industry experience and has worked at firms including Park Avenue Securities, BGS Capital Management LLC, Cetera Financial Specialists LLC, and Victors Maywood. Outside of his advisory role, he maintains an independent financial professional business advising clients based on their goals and risk tolerance. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include 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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Robert C K

Series 63, Series 65

Paramus, NJ

Guardian Life

Robert C. Kievit is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He also provides training services to agencies and agents on practice management and macro-economic planning, including the use of the Living Balance Sheet system. Park Avenue Securities LLC serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering proprietary and third-party investment programs, financial planning, and business consulting. The firm utilizes a range of investment strategies and platforms to meet client needs across multiple account types.

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

Series 66

Paramus, NJ

Guardian Life

Jill Van Nostrand is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has seven years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Outside of her advisory role, she serves as an adjunct professor teaching music history at Fairleigh Dickinson University and Seton Hall University, and she volunteers on the NAIFA Board of Directors. 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 alongside financial and business consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

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

Series 63, Series 66

Paramus, NJ

Guardian Life

Daniel Pace is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Pace is also licensed to conduct insurance business with companies other than Guardian. 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 range of investment strategies through proprietary and third-party platforms.

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

Series 66

Paramus, NJ

Guardian Life

William Roerden is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2013, and has been with Park Avenue Securities since 2022. Roerden is also licensed to sell insurance products beyond Guardian offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets.

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

Series 66

Paramus, NJ

Guardian Life

Michael Mcsweeney is a Series 66-licensed advisor with 12 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011 and 2012, respectively. Mcsweeney is involved in Strategic Wealth Group Inc. / Ascend Wealth Partners, a marketing DBA for Guardian and Park Avenue businesses. 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, employing a mix of proprietary and third-party 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
user avatar

Michael W

Series 63, Series 65

Paramus, NJ

Guardian Life

Michael Wenger is a financial advisor at Guardian Life and Park Avenue Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Wenger has pursued interests in electronic dance music production and has an LLC established to open a restaurant/lounge in New York City. Park Avenue Securities, operating as Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, and institutional clients through brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory options utilizing models from internal and third-party managers, along with a hybrid digital advisory solution.

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