Samuel J Grooms
Investment adviser representative at Park Avenue Securities LLC
18 yearsExperience
1 stateRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Samuel J Grooms? Claim your profile
Contact this firm
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
18 years in the industry.
- Park Avenue Securities LLCMay 2017 to now
- Guardian Life Insurance CompanyApr 2017 to now
- New York Life Insurance Comp.Jan 2008 to Mar 2017
- Nylife Securities, LLCJan 2008 to Mar 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5381948
- Firm CRD
- 46173