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Michael J Schweitzer

Investment adviser representative at Park Avenue Securities LLC
20 yearsExperience
20 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

20 years in the industry.

  1. Guardian Life Insurance CompanyJan 2024 to now
  2. Park Avenue Securities LLCJun 2006 to now
  3. Guardian Life Insurance Co of AmericaJun 2006 to Jan 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 20 states (AZ, CA, FL, IA, IL, IN, MA, MN, NC, ND, NM, NV, NY, OH, SC, SD, TX, VA, WA, WI).

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
4639873
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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