Bryan Wilczewski
Investment adviser representative at Park Avenue Securities LLC
9 yearsExperience
8 statesRegistered in
ChFC®, CFP® certificationDesignations
$19.6BFirm assets
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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 2025 to now
- Guardian Life Insurance CompanyApr 2025 to now
- Xy Investment Solutions, LLCApr 2024 to May 2025
- ConsultingApr 2023 to Mar 2024
- Householder Group Estate & Retirement SpecialistsJan 2020 to Mar 2023
- LPL Financial, LLCJan 2020 to Mar 2023
- Edward JonesMar 2017 to Jan 2020
- ConsultingApr 2016 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, HI, ID, IL, MA, TX, 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
- 4474207
- Firm CRD
- 46173