Joel Samuel Lerner
Investment adviser representative at Park Avenue Securities LLC
16 yearsExperience
2 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
16 years in the industry.
- Park Avenue Securities LLCNov 2017 to now
- Guardian Life Insurance CompanyNov 2017 to now
- MML Investors Services, LLCMar 2017 to Nov 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Nov 2017
- Metlife Securities IncJun 2001 to Mar 2017
- Metropolitan Life Insurance CoJun 2001 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, KY).
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
- 3161595
- Firm CRD
- 46173