Peter John Holmes
Investment adviser representative at Park Avenue Securities LLC
18 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$19.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Park Avenue Securities LLCFeb 2024 to now
- Guardian Life Insurance CompanyJan 2023 to now
- Citizens Securities, Inc.Nov 2021 to Dec 2022
- ClarfeldMar 2019 to Dec 2022
- Park Avenue Securities LLCMar 2015 to Mar 2019
- Guardian Investor ServicesOct 2008 to Mar 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1820767
- Firm CRD
- 46173