Tracy S Shinn
Investment adviser representative at Park Avenue Securities LLC
17 yearsExperience
3 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
17 years in the industry.
- Guardian Life Insurance CompanyJun 2024 to now
- Park Avenue Securities LLCMay 2009 to now
- Park Ave SecuritiesMay 2009 to Aug 2026
- Guardian Life Ins CoApr 2009 to Aug 2026
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (IL, KS, MO).
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
- 2932885
- Firm CRD
- 46173