Michael Robert Valeri
Investment adviser representative at Park Avenue Securities LLC
12 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
12 years in the industry.
- Park Avenue Securities LLCSep 2023 to now
- Guardian Life Insurance CompanyMar 2021 to now
- N/aMar 2020 to Mar 2021
- Jakes Bar and RestaurantMar 2019 to Mar 2020
- UnemployedOct 2018 to Mar 2019
- Dawson James SecuritiesMay 2018 to Oct 2018
- UnemployedFeb 2017 to May 2018
- Bank of America, N.A.Jan 2015 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2024
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
- 6235976
- Firm CRD
- 46173