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Amanda M Salo

Investment adviser representative at Park Avenue Securities LLC
26 yearsExperience
23 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

26 years in the industry.

  1. Guardian Life Insurance CompanyDec 2020 to now
  2. Park Avenue Securities LLCApr 2013 to now
  3. Freelance MusicianMay 2000 to now
  4. Guardian Life Insurance CompanyOct 2020 to Nov 2020
  5. Guardian Life Insurance Co of AmericaFeb 2014 to Sep 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 23 states (AZ, CA, CO, CT, DC, DE, FL, IN, LA, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, 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
5312900
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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