Keith Smith
Investment adviser representative at Park Avenue Securities LLC
9 yearsExperience
3 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
9 years in the industry.
- Park Avenue Securities LLCDec 2024 to now
- Guardian Life Insurance CompanyDec 2024 to now
- Alliance Financial GroupSep 2024 to Dec 2024
- Instride HealthMar 2023 to Sep 2024
- Lee HealthDec 2020 to Mar 2023
- Graybar ElectricJun 2019 to Dec 2020
- University of Central FloridaAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, PA).
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
- 6947626
- Firm CRD
- 46173