Theodore Katelas
Investment adviser representative at Park Avenue Securities LLC
11 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
11 years in the industry.
- Park Avenue Securities LLCMay 2026 to now
- Guardian Life Insurance CompanyMay 2026 to now
- Bqe BilliardsFeb 2026 to May 2026
- LPL EnterpriseFeb 2025 to Feb 2026
- Equitable Advisors, LLCMar 2023 to Feb 2025
- University of Massachussetts - DartmouthAug 2016 to Jan 2018
- Bqe Caf� Billiards Inc.Jan 2015 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 5479133
- Firm CRD
- 46173