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Chelsae Dawn Carmickle

Investment adviser representative at Park Avenue Securities LLC
13 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

13 years in the industry.

  1. Park Avenue Securities LLCOct 2025 to now
  2. Guardian Life Insurance CompanyOct 2025 to now
  3. First Command Advisory Services, Inc.Jul 2024 to Sep 2025
  4. First Command Insurance Services, Inc.Jul 2024 to Sep 2025
  5. First Command Brokerage Services, Inc.,Oct 2023 to Sep 2025
  6. Aveda InstitueJun 2023 to Jan 2024
  7. Massage EnvyApr 2023 to Jun 2023
  8. Renewal Day SpaJan 2023 to Apr 2023
  9. Massage Envy Short PumpJul 2022 to Jan 2023
  10. CarmaxFeb 2022 to Jul 2022
  11. CryohubApr 2020 to Dec 2021
  12. Covid: Loft Shut DownMar 2020 to Apr 2020
  13. The LoftOct 2019 to Mar 2020
  14. Bare Roots PharmacyMay 2019 to Oct 2019
  15. Olive GardenJan 2019 to May 2019
  16. UnemployedOct 2018 to Jan 2019
  17. Grand Teton ServicesJan 2018 to Oct 2018
  18. Innovative Healthcare ConceptsOct 2013 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 3 states (CT, FL, VA).

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
7039219
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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