Nikolas Jonathan Nugnes
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
25 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
11 years in the industry.
- Park Avenue Securities LLCNov 2018 to now
- Guardian Life Insurance CompanyNov 2018 to now
- Nylife Securities LLCJul 2018 to Nov 2018
- New York Life Insurance Co.Jun 2017 to Nov 2018
- Tufts UniversitySep 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 25 states (AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, UT, 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
- 6820130
- Firm CRD
- 46173