Skip to content

Leo E Choquette

Investment adviser representative at Park Avenue Securities LLC
13 yearsExperience
1 stateRegistered in
$19.6BFirm assets
25 yearsFirm in business

Are you Leo E Choquette? Claim your profile

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

13 years in the industry.

  1. Park Avenue Securities LLCMay 2024 to now
  2. Guardian Life Insurance CompanyApr 2024 to now
  3. Osaic Wealth, Inc.Sep 2023 to Apr 2024
  4. Sagepoint Financial, Inc.Aug 2022 to Sep 2023
  5. Minnesota Life Insurance CoOct 2018 to Aug 2022
  6. Securian Advisors of New EnglandOct 2018 to Aug 2022
  7. Securian Financial Services IncOct 2018 to Aug 2022
  8. New York Life Insurance CompanyMar 2013 to Sep 2018
  9. Nylife Securities LLCMar 2013 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

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

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
6175284
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
Contact this firm