Makoa Hotz
Investment adviser representative at Park Avenue Securities LLC
14 yearsExperience
12 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
14 years in the industry.
- Park Avenue Securities LLCMar 2024 to now
- Guardian Life Insurance CompanyMar 2024 to now
- UnemployedFeb 2023 to Mar 2024
- Corevest American FinanceApr 2022 to Feb 2023
- Westpac Wealth PartnersDec 2020 to Apr 2022
- ChiptoleOct 2020 to Dec 2020
- Arizona State UniversityJul 2018 to Dec 2021
- El Chullo Peruvian Restaurant Bar and GrillJun 2018 to Mar 2020
- Punahou SchoolJul 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 12 states (AZ, CA, DC, HI, IL, IN, MI, NE, NV, 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
- 7318796
- Firm CRD
- 46173