Peter Perez
Investment adviser representative at Park Avenue Securities LLC
9 yearsExperience
2 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
9 years in the industry.
- Park Avenue Securities LLCNov 2023 to now
- Guardian Life Insurance CompanyOct 2023 to now
- Principal Funds DistributorMay 2023 to Sep 2023
- UnemployedMar 2023 to Apr 2023
- Aa Rated Lawn and HausDec 2022 to Feb 2023
- UnemployedOct 2022 to Nov 2022
- Nylife Securities LLCMar 2022 to Sep 2022
- New York Life Insurance CoMay 2021 to Sep 2022
- UnemployeedJan 2021 to May 2021
- Conduit GlobalMay 2018 to Dec 2018
- Northside Independent School DistrictJun 2017 to Apr 2018
- TucMay 2016 to May 2017
- College StudentAug 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 7334270
- Firm CRD
- 46173