Chad Ryan Wilson
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
20 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.
- Park Avenue Securities LLCJun 2020 to now
- Guardian Life Insurance CompanyJun 2020 to now
- Westpac Wealth Partners LLCJun 2020 to Oct 2021
- Stapleton GroupFeb 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 20 states (AR, AZ, CA, CO, DE, GA, ID, IL, MD, MI, NC, NH, NJ, NV, NY, OR, SC, TX, VA, WA).
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
- 7267828
- Firm CRD
- 46173