Pittsford, NY Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

11

Of 1,910 advisors across 510 offices

Location

69 Monroe Avenue

Pittsford NY 14534

Advisors at this office

11

Advisors at this office

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Charles B

Series 63

Pittsford, NY

Guardian Life

Charles Bearce is a financial advisor with Primerica Advisors in Pittsford, NY, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, MML Investors Services, and MassMutual. In addition to his advisory work, he is involved in insurance activities outside of Guardian. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including securities-based lending 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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Asher F

Series 63, Series 65

Pittsford, NY

Guardian Life

Asher Flint VII is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. His career spans from 1998 to the present, with notable tenures at Primerica Advisors and Guardian Life Insurance Company. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party managers and supports discretionary and non-discretionary account management.

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

Series 66

Pittsford, NY

Guardian Life

Charles Hodge is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he operates as an independent contractor offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, known as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a mix of proprietary and third-party investment programs.

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

Series 66

Pittsford, NY

Guardian Life

William Hess is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and industry experience beginning in 2023. His prior work includes eight years at John Manser State Farm Office and various roles at firms such as Alliance Advisory Group and YPCmedia. He also holds an insurance-related side activity outside of Guardian Life. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs through both proprietary and third-party strategies.

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

Series 63, Series 65

Pittsford, NY

Guardian Life

Michael Fanto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes long-term roles at Guardian Life Insurance and Park Avenue Securities dating back to 1998. Outside of advisory work, he occasionally brokers life, disability, and long-term care insurance contracts. Park Avenue Securities LLC serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers, supporting both discretionary and non-discretionary accounts with various asset types and lending solutions.

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

Series 66

Pittsford, NY

Guardian Life

Lydia Palmer is a Series 66 licensed financial advisor with five years of industry experience, currently with Primerica Advisors in Rochester, NY. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory work, she is involved with the Syracuse University Alumni Club of Rochester, serving as Finance Chair and assisting with outreach and events. Park Avenue Securities 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 and third-party portfolios and supports various account services including 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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Rocky M

ChFC®, Series 63, Series 65

Pittsford, NY

Guardian Life

Rocky Martini is a financial advisor at Guardian Life with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Martini has worked with Park Avenue Securities and Guardian Life Insurance Company throughout his career. He is also involved in business development for a tax planning firm, Tax Strategy Pro. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships utilizing in-house and third-party model portfolios.

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

Series 66

Pittsford, NY

Guardian Life

Roderick Williams is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience. Prior to entering the financial services field, he worked for Walmart for five years and has teaching experience at Hilton High School and Merton Williams Middle School. 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. 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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Frank R

Series 66

Pittsford, NY

Guardian Life

Frank Randall is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Randall has also been involved with Allstate Roofing and More LLC. 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 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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Joseph D

Series 63, Series 65

Pittsford, NY

Guardian Life

Joseph D. Amico is a financial advisor with Guardian Life in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Park Avenue Securities and New York Life Securities. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary portfolios and 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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Mario M

Series 63, Series 65

Pittsford, NY

Guardian Life

Mario Melidona is a financial advisor with Primerica Advisors in Pittsford, NY, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance, and he is also involved in physical therapy through ownership of Melidona Physical Therapy, PLLC. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies including proprietary model portfolios, third-party managers, and a digital advice platform, managing 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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