Kevin Daniel Leon
Investment adviser representative at Park Avenue Securities LLC
27 yearsExperience
19 statesRegistered 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
27 years in the industry.
- Guardian Life Insurance CompanySep 2020 to now
- Park Avenue Securities LLCSep 2017 to now
- Guardian Life Insurance CompanyAug 2017 to Aug 2020
- Trilogy Capital, Inc.Nov 2015 to Sep 2017
- National Planning CorporationMar 1999 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 19 states (AR, AZ, CA, CO, CT, FL, GA, ID, MI, NV, NY, OR, PA, SC, SD, TX, VA, WA, WY).
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
- 2761522
- Firm CRD
- 46173