Angela Egbert
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
2 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
11 years in the industry.
- Park Avenue Securities LLCAug 2023 to now
- Guardian Life Insurance CompanyAug 2023 to now
- Eagle Strtegies LLCFeb 2019 to Aug 2023
- Nylife Securities LLCJan 2019 to Aug 2023
- New York Life Insurance CoDec 2018 to Aug 2023
- Guardian Life Insurance Company of AmericaNov 2015 to Dec 2018
- Park Avenue SecuritiesNov 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 5161999
- Firm CRD
- 46173