Angela R Mally
Investment adviser representative at Park Avenue Securities LLC
23 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$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
23 years in the industry.
- Guardian Life Insurance CompanyNov 2019 to now
- Park Avenue Securities LLCNov 2003 to now
- Guardian Life Insurance Co of AmericaJan 2004 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 11 states (CA, FL, GA, MN, NC, NV, OH, OK, PA, SC, 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
- 3132596
- Firm CRD
- 46173