David B Moskovitz
Investment adviser representative at Park Avenue Securities LLC
24 yearsExperience
20 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
24 years in the industry.
- Guardian Life InsuranceJun 2019 to now
- Park Avenue Securities LLCAug 2007 to now
- One Resource GroupOct 2002 to now
- Guardian Life Insurance Co of AmericaJun 2012 to Jun 2019
- Park Avenue Securites LLCJun 2012 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 20 states (CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MS, NC, NJ, NY, OH, OR, PA, WI, WV).
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
- 3011894
- Firm CRD
- 46173