Kevin Gregory Kulak
Investment adviser representative at Park Avenue Securities LLC
12 yearsExperience
35 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.
- Park Avenue Securities LLCNov 2022 to now
- Guardian Life Insurance CompanyNov 2022 to now
- Orion Portfolio SolutionsJan 2022 to Sep 2022
- Brinker CapitalSep 2017 to Sep 2022
- Sanford C. Bernstein & Co., LLCDec 2016 to Aug 2017
- The Vanguard Group, Inc.Dec 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 35 states (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, 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
- 6432632
- Firm CRD
- 46173