Samuel Eugene Lee
Investment adviser representative at Park Avenue Securities LLC
37 yearsExperience
9 statesRegistered in
ChFC®Designation
$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
37 years in the industry.
- Park Avenue Securities LLCMay 1999 to now
- Guardian Life Insurance Co. of AmericaOct 1989 to now
- Peachtree Planning CorporationOct 1989 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 9 states (AL, FL, GA, IN, NC, NM, RI, SC, TX).
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
- 2028183
- Firm CRD
- 46173