Adam Benjamin Gordon
Investment adviser representative at Park Avenue Securities LLC
16 yearsExperience
27 statesRegistered in
CFP® certificationDesignation
$19.6BFirm assets
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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
16 years in the industry.
- Park Avenue Securities LLCMar 2020 to now
- Guardian Life Insurance CompanyMar 2020 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Mar 2020
- Northwestern Mutual Investment Services, LLCJan 2011 to Mar 2020
- Northwestern Mutual Life Insurance CompanyJun 2010 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 27 states (AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MI, MO, MT, NC, NH, NV, OH, PA, SC, TX, UT, VA, VT, WA, WI, WV).
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
- 5791841
- Firm CRD
- 46173