Aaron M Puttroff
Investment adviser representative at Park Avenue Securities LLC
19 yearsExperience
27 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
19 years in the industry.
- Guardian Life Insurance CompanyOct 2017 to now
- Park Avenue Securities LLCAug 2007 to now
- Guardian Life Insurance Company of AmericaJul 2007 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 27 states (AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, KS, MA, MD, MI, MO, MT, NC, NE, NM, NV, NY, OH, OK, TX, UT, VA, WA).
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
- 5387158
- Firm CRD
- 46173