William E O malley
Investment adviser representative at Park Avenue Securities LLC
23 yearsExperience
3 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
23 years in the industry.
- Guardian Life Insurance CompanyJun 2024 to now
- Park Avenue Securities, LLCJul 2019 to now
- Guardian Life Insurance Co of AmericaFeb 2019 to now
- Patriot Tax ServiceDec 2003 to now
- Department of DefenseNov 2009 to Feb 2019
- Methuen Tax Associates, LLCJul 2009 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
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
- 5689893
- Firm CRD
- 46173