Paul A Dowd
Investment adviser representative at Park Avenue Securities LLC
12 yearsExperience
5 statesRegistered in
ChFC®Designation
$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
12 years in the industry.
- Park Avenue Securities LLCFeb 2021 to now
- Guardian Life Insurance CompanyFeb 2021 to now
- Allstate Insurance CoNov 2014 to Feb 2021
- Capwealth PlanningNov 2014 to Feb 2021
- Cap Wealth PlanningOct 2014 to Feb 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 5 states (FL, GA, MA, NC, NY).
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
- 4494128
- Firm CRD
- 46173