Ryan T Beattie
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
18 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Ryan T Beattie? Claim your profile
Contact this firm
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
11 years in the industry.
- Guardian Life Insurance CompanyMay 2025 to now
- Park Avenue Securities, LLCAug 2020 to now
- Guardian Life Insurance Co of AmericaMar 2020 to now
- Joseph Colarusso's State Farm Agency, Inc.Oct 2017 to Mar 2020
- Coast 2 Coast Insurance Agency, Inc.Mar 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 18 states (CO, CT, DC, FL, GA, IA, IL, KS, MA, MD, MT, NC, NJ, NY, OH, PA, TX, 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
- 7240484
- Firm CRD
- 46173