Francesca L Engel
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
1 stateRegistered 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.
- Park Avenue Securities LLCNov 2025 to now
- Guardian Life Insurance CompanyNov 2025 to now
- Planning AllianceOct 2025 to Nov 2025
- Bank of America N.A.Mar 2024 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to Sep 2025
- Park Avenue SecuritiesAug 2023 to Feb 2024
- Guardian Life Insurance CompanyAug 2020 to Feb 2024
- Stepstone GroupJan 2020 to Jun 2020
- Montecito Bank & TrustJun 2019 to Aug 2019
- Planmember Financial CorportationJun 2018 to Aug 2018
- University of San DiegoAug 2016 to May 2020
- Jeannine's Restaurant and BakeryJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6968830
- Firm CRD
- 46173