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Andrea Patricia Owen-boyd

Investment adviser representative at Park Avenue Securities LLC
18 yearsExperience
8 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

18 years in the industry.

  1. Park Avenue Securities LLCAug 2022 to now
  2. Guardian Life Insurance CompanyAug 2022 to now
  3. Brightlight Consulting LLCSep 2021 to Aug 2022
  4. Self EmployedJan 2021 to Aug 2021
  5. LPL Financial LLCFeb 2018 to Jan 2021
  6. Invest Financial CorporationFeb 2017 to Feb 2018
  7. Bethpage Federal Credit UnionJan 2017 to Jan 2021
  8. AXA Advisors, LLCJun 2008 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 8 states (CT, DC, FL, GA, NH, NY, OH, PA).

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
5542167
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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