Kathryn V Koch
Investment adviser representative at Park Avenue Securities LLC
12 yearsExperience
12 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 LLCApr 2024 to now
- Guardian Life Insurance CompanyMar 2024 to now
- Tcg Capital Markets L.L.C.May 2019 to Mar 2024
- The Carlyle GroupApr 2019 to Mar 2024
- Wells Fargo Securities, LLCJun 2018 to Apr 2019
- Wells Fargo SecuritiesJun 2017 to Aug 2017
- StudentJan 2017 to May 2017
- In2uneAug 2016 to Dec 2016
- University of KentuckyAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 12 states (CA, CO, DC, FL, GA, IL, KY, MA, MD, NJ, NY, 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
- 6658208
- Firm CRD
- 46173