David H Weinberg
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
14 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
10 years in the industry.
- Park Avenue Securities LLCOct 2024 to now
- Guardian Life Insurance CompanyOct 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Oct 2024
- Sagepoint Financial, Inc.Aug 2022 to Sep 2023
- Minnesota Life Insurance CoJul 2021 to Aug 2022
- Securian Advisors of New EnglandJul 2021 to Aug 2022
- Securian Financial Services IncJul 2021 to Aug 2022
- Ameriprise Financial Services, Inc.Oct 2016 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 14 states (AZ, CO, CT, FL, GA, MA, MD, ME, MN, NH, PA, RI, SC, VA).
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
- 2801555
- Firm CRD
- 46173