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Christian Ross Morton

Investment adviser representative at Park Avenue Securities LLC
20 yearsExperience
5 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

20 years in the industry.

  1. Park Avenue Securities LLCMay 2022 to now
  2. Guardian Life Insurance CompanyMay 2022 to now
  3. Northwestern Mutual Wealth Management CompanyMay 2019 to May 2022
  4. Northwestern Mutual Investment Services LLCJan 2019 to May 2022
  5. Northwestern Mutual Investment Services, LLCMay 2018 to Jul 2018
  6. Northwestern Mutual Investment Services LLCJul 2017 to Nov 2017
  7. Northwestern Mutual Life Insurance CompanyAug 2016 to May 2022
  8. StudentMay 2006 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 5 states (IL, MD, NY, OH, 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
6662892
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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