Gerardo Ramirez
Investment adviser representative at Park Avenue Securities LLC
17 yearsExperience
5 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Gerardo Ramirez? Claim your profile
Contact this firm
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.
- Guardian Life Insurance CompanyApr 2025 to now
- Park Avenue Securities LLCMar 2025 to now
- Guardian Life Insurance Company of AmericaFeb 2025 to now
- Eagle Strategies LLCJun 2018 to Mar 2025
- Nylife Securities LLCMar 2010 to Mar 2025
- New York Life Insurance CompanyDec 2009 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 5 states (AZ, DC, NY, TX, VA).
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
- 5744273
- Firm CRD
- 46173