Adam Wade gilford Gimbel
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 LLCSep 2022 to now
- Guardian Life Insurance CompanySep 2022 to now
- Raymond James Financial Services Advisors, IncFeb 2022 to Sep 2022
- Raymond James Financial ServicesAug 2021 to Sep 2022
- Schneider Asset Management dba One Financial GroupAug 2021 to Sep 2022
- LPL FinancialMay 2021 to Jul 2021
- Oasis Kwik WashAug 2019 to Dec 2019
- QuiktripApr 2012 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 12 states (AZ, FL, IL, KY, MD, MI, MO, NJ, PA, SC, TX, VA).
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
- 7363185
- Firm CRD
- 46173