Matthew Moore
Investment adviser representative at Park Avenue Securities LLC
12 yearsExperience
5 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
12 years in the industry.
- Park Avenue Securities LLCOct 2024 to now
- Guardian Life Insurance CompanyJun 2021 to now
- Bank of America, N.A.May 2023 to Sep 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to Sep 2024
- UBS Financial ServicesAug 2022 to May 2023
- West Virginia UniversityAug 2021 to Aug 2022
- Planning AllianceMay 2021 to Aug 2021
- West Virginia University FootballJan 2019 to Aug 2021
- West Virginia UniversityAug 2018 to Jan 2019
- Hillsborough High SchoolOct 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 5 states (FL, MA, NJ, NY, PA).
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
- 7396849
- Firm CRD
- 46173