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April R Schoen

Investment adviser representative at Park Avenue Securities LLC
12 yearsExperience
18 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

12 years in the industry.

  1. Guardian Life Insurance CompanyMay 2021 to now
  2. Park Avenue Securities LLCApr 2018 to now
  3. Guardian Life Insurance Co of AmericaApr 2018 to May 2021
  4. Park Ave SecuritiesMay 2014 to Mar 2018
  5. GuardianApr 2014 to Mar 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018
  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 18 states (AL, CO, FL, GA, IN, LA, MA, MO, NC, NH, NM, NY, OH, OR, SC, TX, VA, WA).

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
6039563
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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