Coletta Alagia
Investment adviser representative at Park Avenue Securities LLC
15 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
15 years in the industry.
- Park Avenue Securities LLCJun 2025 to now
- Guardian Life Insurance CompanyJun 2023 to now
- Jt UrraroJun 2022 to Jun 2023
- Northwestern Mutual Life Insurance CompanyJun 2021 to Jun 2022
- StudentAug 2018 to May 2022
- Miss Colleens Elite DancentreJun 2018 to Aug 2021
- Ocean Club IncJun 2017 to Aug 2017
- StudentMar 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 7360207
- Firm CRD
- 46173