Matthew Vincent Baird
Investment adviser representative at Park Avenue Securities LLC
12 yearsExperience
2 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 LLCMay 2020 to now
- Guardian Life Insurance CompanyNov 2019 to now
- Nylife Securities LLC.Apr 2019 to Oct 2019
- New York Life Insurance CompanyAug 2018 to Oct 2019
- UnemployedMay 2017 to Aug 2018
- Rivermark Community Credit UnionJun 2014 to Mar 2020
- The Climate TrustMay 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
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
- 7008214
- Firm CRD
- 46173