Carl A Lutz
Investment adviser representative at Park Avenue Securities LLC
18 yearsExperience
23 statesRegistered in
ChFC®Designation
$19.6BFirm assets
Are you Carl A Lutz? 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
18 years in the industry.
- Guardian Life Insurance CompanySep 2017 to now
- Park Avenue Securities LLCNov 2007 to now
- Guardian Life Insurance Co of AmericaSep 2008 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 23 states (AK, AL, AZ, CA, CO, DE, FL, GA, KS, KY, MA, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TX, VT, 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
- 3189104
- Firm CRD
- 46173