Matthew Wade Shipman
Investment adviser representative at Park Avenue Securities LLC
13 yearsExperience
36 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
13 years in the industry.
- Guardian Life InsuranceNov 2021 to now
- Park Avenue SecurtiesNov 2021 to now
- Park Avenue Securities LLCFeb 2013 to now
- Guardian Life InsuranceOct 2019 to Dec 2020
- Guardian Life InsurnaceApr 2017 to Sep 2025
- Guardian Life Insurance Company of AmericaFeb 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 36 states (AK, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY).
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
- 4763973
- Firm CRD
- 46173