Stephen E Creps
Investment adviser representative at Park Avenue Securities LLC
8 yearsExperience
4 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Stephen E Creps? Claim your profile
Contact this firm
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
8 years in the industry.
- Park Avenue Securities LLCJun 2022 to now
- Guardian Life Insurance CompanyJun 2022 to now
- Citizens Securities, Inc.Jan 2018 to Jun 2022
- Citizens BankOct 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (FL, OH, OK, PA).
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
- 6587009
- Firm CRD
- 46173