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Michael Effron

Investment adviser representative at Park Avenue Securities LLC
16 yearsExperience
1 stateRegistered in
$19.6BFirm assets
25 yearsFirm in business

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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

16 years in the industry.

  1. Park Avenue Securities LLCJul 2026 to now
  2. Guardian Life Insurance CompanyJul 2026 to now
  3. Cambridge Investment Research Advisors, Inc.Jan 2026 to Jul 2026
  4. Cambridge Investment Research, Inc.Oct 2024 to Jul 2026
  5. Pfs Investments Inc.May 2021 to Aug 2022
  6. Primerica Financial ServicesMay 2021 to Aug 2022
  7. Cutting Road CapitalJun 2019 to Oct 2024
  8. Invesco Advisers, Inc.Jun 2010 to May 2019
  9. Invesco Distributors, Inc.Jun 2010 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2011
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
2658724
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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