Pittsford, NY 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

69 Monroe Avenue

Pittsford NY 14534

Advisors at this office

12

Advisors at this office

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Charles B

Series 63

Pittsford, NY

Guardian Life

Charles Bearce is a financial advisor with Guardian Life and holds a Series 63 designation. He has 18 years of industry experience and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company of America, MML Investors Services, and MassMutual. Bearce is also involved in insurance activities outside of Guardian Life. He is part of Park Avenue Securities LLC, a subsidiary of Guardian Life that serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

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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Asher F

Series 63, Series 65

Pittsford, NY

Guardian Life

Asher Flint VII is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes extensive tenure at Guardian Life and Park Avenue Securities, spanning over two decades. 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 financial planning, consulting, and investment management solutions, combining advisor-led discretionary strategies with model-based programs and digital advisory 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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Charles H

Series 66

Pittsford, NY

Guardian Life

Charles Hodge is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Pittsford, NY. He has two years of industry experience and has worked at firms including Equitable Advisors and SFG Wealth Management. Outside of advisory work, he is an independent contractor offering insurance products separate from those of Guardian Life. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, offering customized client solutions including financial planning and consulting.

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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William H

Series 66

Pittsford, NY

Guardian Life

William Hess is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, based in Pittsford, NY. He has been in the financial industry since 2023, including experience at John Manser State Farm Office and several firms affiliated with Guardian Life. He engages in a minor insurance-related activity outside of his advisory work. 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 combines advisor-led discretionary management with model-based strategies and provides 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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Anthony R

Series 66

Pittsford, NY

Guardian Life

Anthony Robinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has worked in the financial services industry since 2024, with prior experience at Alliance Advisory Group, Park Avenue Securities, and several credit unions. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and 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.

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 F

Series 63, Series 65

Pittsford, NY

Guardian Life

Michael Fanto is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked with Guardian Life and Park Avenue Securities in various capacities since 1998. Outside of his advisory role, he occasionally brokers life, disability, and long-term care insurance contracts. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a variety of proprietary and third-party programs.

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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Lydia P

Series 66

Pittsford, NY

Guardian Life

Lydia Palmer is a Series 66-credentialed financial advisor with five years of industry experience. She is affiliated with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, and has previously worked for both firms during her career. Outside of her advisory role, Palmer is involved with the Syracuse University Alumni Club of Rochester, where she serves as finance chair and participates in planning outreach and events. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, consulting, and access to proprietary and third‑party investment programs, combining advisor-led discretionary management with model-based strategies and a range of operational and lending 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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Rocky M

ChFC®, Series 63, Series 65

Pittsford, NY

Guardian Life

Rocky Martini is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, primarily with Park Avenue Securities and Guardian Life. Outside of his advisory role, he serves as a Business Development Representative for a tax planning firm. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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, providing tailored financial planning, consulting, 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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Roderick W

Series 66

Pittsford, NY

Guardian Life

Roderick Williams is a Series 66-licensed financial advisor with Guardian Life in Pittsford, NY. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Alliance Financial Network. Prior to entering the financial sector, he worked for five years at Walmart and has experience in education. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and organizations. The firm offers tailored financial planning and investment solutions through a combination of advisor-led management and 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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Frank R

Series 66

Pittsford, NY

Guardian Life

Frank Randall is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Citizens Bank. Randall is involved in an insurance-related business outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, provides 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 offers a range of financial planning and consulting services tailored to client needs.

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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Joseph D

Series 63, Series 65

Pittsford, NY

Guardian Life

Joseph D. Amico is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and has worked with Guardian Life and Park Avenue Securities throughout his career. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies and access to both 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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Mario M

Series 63, Series 65

Pittsford, NY

Guardian Life

Mario Melidona is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Park Avenue Securities and MassMutual. Outside of finance, he owns and operates Melidona Physical Therapy, a physical therapy practice. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning, consulting, and investment management 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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