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Angelica Maria bedoya Rosenstein

Investment adviser representative at Park Avenue Securities LLC
10 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

10 years in the industry.

  1. Park Avenue Securities LLCSep 2020 to now
  2. Guardian Life Insurance CompanySep 2020 to now
  3. Bank of America, N.A.Jan 2019 to Jun 2020
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Jun 2020
  5. Wells Fargo Bank, N.A.Sep 2017 to Dec 2018
  6. UnemployedFeb 2016 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

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
7052580
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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