Dylan Bradley Grocer
Investment adviser representative at Park Avenue Securities LLC
8 yearsExperience
15 statesRegistered in
CFP® certification, ChFC®Designations
$19.6BFirm assets
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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
8 years in the industry.
- Park Avenue Securities LLCNov 2020 to now
- Guardian Life Insurance CompanyNov 2020 to now
- The Bulfinch GroupJun 2020 to Nov 2020
- Falmouth Raw BarMay 2019 to Aug 2019
- Sk Marine ElectronicsJun 2018 to Aug 2018
- Falmouth Yacht ClubJun 2017 to Aug 2017
- University of New HampshireAug 2016 to May 2020
- Casino Wharf FxJun 2015 to Aug 2017
- Fitzy's Car WashDec 2012 to Dec 2019
- Alltype Digital GraphicsSep 2012 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 15 states (CA, CT, DC, FL, IN, MA, MO, NC, NH, NY, OH, RI, TX, VA, WV).
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
- 7288099
- Firm CRD
- 46173