Robert Benton Penn
Investment adviser representative at Park Avenue Securities LLC
14 yearsExperience
11 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
14 years in the industry.
- Park Avenue Securities LLCMar 2026 to now
- Guardian Life Insurance CompanyMar 2026 to now
- Principal Life Insurance CompanyMar 2025 to Mar 2026
- Principal Securities, Inc.Mar 2025 to Mar 2026
- Equitable Advisors, LLCJun 2024 to Mar 2025
- Hornor, Townsent, & Kent LLCJan 2023 to Jun 2024
- Penn Mutual Life Insurance CompanyApr 2021 to Jun 2024
- MML Investors Services LLCSep 2019 to Jan 2023
- Massmutual Life Insurance CoAug 2019 to Jan 2023
- Harvest Wealth AdvisorsMar 2018 to Mar 2026
- Allstate Financial Advisors, LLCJan 2018 to Aug 2019
- Allstate Financial Services LLCSep 2014 to Aug 2019
- Allstate Insurance CoJun 2012 to Aug 2019
- Penn Financial Group, LLCJun 2012 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 11 states (AL, CT, FL, GA, LA, MS, NC, NV, TX, VA, 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
- 3225731
- Firm CRD
- 46173