Nicholas Panagiotakis
Investment adviser representative at Park Avenue Securities LLC
18 yearsExperience
15 statesRegistered in
CFP® certificationDesignation
$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
18 years in the industry.
- Guardian Life InsuranceOct 2021 to now
- Park Avenue Securities LLCMay 2008 to now
- International Planning AllianceMay 2008 to now
- Guardian Life Insurance Co of AmericaSep 2015 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 15 states (AZ, CA, CO, CT, DE, FL, GA, MD, NJ, NV, NY, OH, PA, RI, SC).
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
- 4637932
- Firm CRD
- 46173