Grant Warren Wilson
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
2 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
11 years in the industry.
- Guardian Life Insurance CompanyJun 2026 to now
- Park Avenue Securities LLCOct 2025 to now
- Guardian Life Insurance OmpanyAug 2025 to Jun 2026
- Third LensJun 2025 to Oct 2025
- Nylife Securities LLCNov 2024 to May 2025
- New York Life Insurance CompanySep 2024 to May 2025
- Texas Heritage BankMar 2022 to Sep 2024
- Real Broker LLCSep 2020 to Mar 2022
- Fishers Hill LLCJan 2020 to Sep 2020
- MML Investors Services, LLCMar 2017 to Sep 2018
- Mass MutualJul 2016 to Sep 2018
- Metlife SecuritiesMay 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
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
- 6561433
- Firm CRD
- 46173