Paul B. Worgaftik
Investment adviser representative at Park Avenue Securities LLC
16 yearsExperience
24 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
16 years in the industry.
- Park Avenue Securities LLCJun 2019 to now
- Guardian Life Insurance CompanyNov 2018 to now
- UnemployedJun 2018 to Nov 2018
- Marriott InternationalJun 2017 to Jun 2018
- Starwood Hotels & ResortsAug 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 24 states (AR, AZ, CA, CO, CT, FL, GA, MA, ME, MO, NC, NE, NH, NJ, NY, OR, PA, RI, SC, TX, VA, WA, WI, WY).
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
- 7023071
- Firm CRD
- 46173