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Miles Arvidson

Investment adviser representative at Park Avenue Securities LLC
8 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

8 years in the industry.

  1. Park Avenue Securities LLCOct 2022 to now
  2. Guardian Life Insurance CompanySep 2022 to now
  3. A.G.P. / Alliance Global PartnersFeb 2021 to Sep 2022
  4. Aegis Capital Corp.Jan 2014 to Feb 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
5695196
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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