Dara Tressa Davis
Investment adviser representative at Park Avenue Securities LLC
28 yearsExperience
25 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
28 years in the industry.
- Park Avenue Securities LLCMar 2023 to now
- Guardian Life Insurance CompanyMar 2023 to now
- MML Investors Services, LLCDec 2021 to Mar 2023
- Mass Mutual Life Insurance CompanyNov 2021 to Mar 2023
- Park Avenue SecuritiesSep 2019 to Nov 2021
- Guardian Life Insurance CompanyAug 2019 to Nov 2021
- Peach Tree Planning of GeorgiaAug 2019 to Nov 2021
- Mercedes-benz USA LLCMay 1998 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 25 states (AL, AZ, CA, CO, DE, FL, GA, IL, KS, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NY, PA, SC, TX, VA, 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
- 7176349
- Firm CRD
- 46173