William J Barnett
Investment adviser representative at Park Avenue Securities LLC
13 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
13 years in the industry.
- Park Avenue Securities LLCSep 2025 to now
- Guardian Life Insurance CompanySep 2025 to now
- Trifound Financial LLCAug 2023 to Aug 2025
- State of FloridaOct 2022 to Jul 2023
- J.P. Morgan Chase Bank, N.A.Jan 2021 to Aug 2022
- J.P. Morgan Securities, LLCJan 2021 to Aug 2022
- Royal Alliance Associates, Inc.Nov 2018 to Jan 2021
- Signator Investors, IncFeb 2013 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
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
- 4132003
- Firm CRD
- 46173