Erik Oleary
Investment adviser representative at Park Avenue Securities LLC
13 yearsExperience
5 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
13 years in the industry.
- Park Avenue Securities LLCNov 2024 to now
- Guardian Life Insurance CompanyNov 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Nov 2024
- Sagepoint Financial, Inc.Aug 2022 to Sep 2023
- Minnesota Life Insurance CoApr 2018 to Aug 2022
- Securian Advisors of New EnglandApr 2018 to Aug 2022
- Securian Financial Services IncApr 2018 to Aug 2022
- UnemployedJan 2018 to Apr 2018
- Nylife Securities LLCSep 2013 to Jan 2018
- New York Life Insurance CompanyAug 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 5 states (CO, FL, MA, NC, NH).
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
- 3174893
- Firm CRD
- 46173