Robert D Markwalter
Investment adviser representative at Park Avenue Securities LLC
29 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
29 years in the industry.
- Guardian Life Insurance CompanyAug 2023 to now
- Park Avenue Securities LLCJul 1999 to now
- Guardian Life Insurance Co of AmericaJun 1999 to Aug 2023
- Northwestern Mutual Life InsuranceSep 1997 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 14 states (AL, AR, AZ, CO, FL, GA, IL, KS, LA, MD, NC, NY, TX, 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
- 2858498
- Firm CRD
- 46173