Brian Anthony Dragotto
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
13 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
10 years in the industry.
- Guardian Life Insurance CompanyNov 2022 to now
- Park Avenue Securities LLCJul 2017 to now
- Guardian Life Insurance Co of AmericaJul 2017 to Nov 2022
- Bank of America, N.A.Aug 2016 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 13 states (CA, CO, FL, GA, ID, MA, NC, NJ, NY, OH, OR, PA, 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
- 6673988
- Firm CRD
- 46173