Zachary Fu
Investment adviser representative at Park Avenue Securities LLC
12 yearsExperience
11 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 LLCSep 2024 to now
- Guardian Life InsuranceSep 2024 to now
- Equitable Advisors LLCSep 2021 to Sep 2024
- UBS Financial Services Inc.Oct 2019 to Sep 2021
- N/aMay 2019 to Oct 2019
- UBS Financial Services Inc.Dec 2018 to May 2019
- N/aMay 2018 to Nov 2018
- AXA Advisors LLCJun 2017 to Sep 2017
- Bentley UniversityJun 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 11 states (CA, CT, FL, IA, MA, MS, NJ, NV, NY, PA, 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
- 6811557
- Firm CRD
- 46173