Timothy Berislav Petrovich
Investment adviser representative at Park Avenue Securities LLC
17 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
17 years in the industry.
- Park Avenue Securities LLCAug 2026 to now
- Guardian Life Insurance CompanyAug 2026 to now
- West Pac PartnersMay 2026 to Aug 2026
- Cadaret Grant & Co., Inc.Oct 2021 to May 2026
- UnemployedAug 2021 to Sep 2021
- Securities America, Inc.Nov 2018 to Jul 2021
- LPL FinancialSep 2009 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5548113
- Firm CRD
- 46173