Megan Henretta
Investment adviser representative at Park Avenue Securities LLC
14 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
14 years in the industry.
- Park Avenue Securities LLCOct 2022 to now
- Guardian Life Insurance CompanySep 2022 to now
- Nationwide Investment Services CorpOct 2018 to Sep 2022
- Tailored ManagementMar 2018 to Oct 2018
- Banner HealthFeb 2017 to Feb 2018
- Romano's Macaroni GrillJul 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7034189
- Firm CRD
- 46173