Craig Lowell Katz
Investment adviser representative at Park Avenue Securities LLC
22 yearsExperience
26 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Craig Lowell Katz? Claim your profile
Contact this firm
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
22 years in the industry.
- Guardian Life Insurance CompanyJun 2024 to now
- Park Avenue Securities LLCJan 2005 to now
- Guardain Life Insurance CompanyJul 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 26 states (AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, PA, SC, TX, UT, VA, WA).
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
- 2952648
- Firm CRD
- 46173