Jeff M Abodeely
Investment adviser representative at Park Avenue Securities LLC
9 yearsExperience
4 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
9 years in the industry.
- Park Avenue Securities LLCJun 2024 to now
- Guardian Life InsuranceJun 2024 to now
- Aegis Capital CorpApr 2024 to Apr 2024
- Bank of America, N.A.Oct 2016 to Feb 2024
- LyftJul 2016 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Feb 2024
- UberNov 2015 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (CA, LA, OH, TX).
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
- 4185119
- Firm CRD
- 46173