Marc Alexander Bregman
Investment adviser representative at Park Avenue Securities LLC
29 yearsExperience
17 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
29 years in the industry.
- Park Avenue Securities LLCMar 2017 to now
- Guardian Life InsuranceMar 2017 to now
- Bregman FinancialMay 1997 to now
- Nyl SecuritiesApr 2003 to Feb 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 17 states (AZ, CA, CO, FL, ID, IL, LA, NJ, NV, NY, OK, OR, TX, UT, VA, WA, WY).
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
- 3277747
- Firm CRD
- 46173