Aaron Wolfe
Investment adviser representative at Park Avenue Securities LLC
10 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
10 years in the industry.
- Park Avenue Securities LLCJan 2025 to now
- Guardian Life Insurance CompanyDec 2024 to now
- Self EmployedJul 2023 to Nov 2024
- Wells Fargo Clearing ServicesMay 2021 to Jul 2023
- Fidelity InvestmentsMar 2021 to May 2021
- UnemployedOct 2019 to Mar 2021
- Wells Fargo Clearing ServicesJul 2017 to Oct 2019
- UnemployedJul 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5129143
- Firm CRD
- 46173