Carlos Mauricio Padilla
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Park Avenue Securities LLCApr 2023 to now
- Guardian Life Insurance CompanyApr 2023 to now
- Adair Financial Pcg, LLCApr 2021 to Apr 2023
- Farmers Financial SolutionsDec 2020 to May 2021
- Farmers Insurance GroupMar 2019 to May 2021
- Mutual of OmahaAug 2018 to May 2019
- UnemployedJul 2018 to Jul 2018
- Capson Physicians InsuranceFeb 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 4534634
- Firm CRD
- 46173