Alexander Phillip Witt
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
20 statesRegistered in
CFADesignation
$19.6BFirm assets
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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
10 years in the industry.
- Park Avenue Securities LLCJul 2021 to now
- Guardian Life Insurance CompanyJul 2021 to now
- Capital GroupMay 2020 to Jul 2021
- Evercore Group LLCMar 2019 to May 2020
- RBC Capital Markets, LLCJul 2017 to Mar 2019
- Fisher College of BusinessMar 2016 to Apr 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 20 states (AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, NC, NJ, NY, OH, PA, TX, VA, WA).
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
- 6668075
- Firm CRD
- 46173