Cally Marie Elkin
Investment adviser representative at Park Avenue Securities LLC
9 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
9 years in the industry.
- Park Avenue Securities LLCSep 2025 to now
- Guardian Life Insurance CompanySep 2025 to now
- Lifetime Financial GrowthAug 2025 to Sep 2025
- LPL FinancialJan 2024 to Aug 2025
- Charles Schwab & Co., Inc.Aug 2021 to Jan 2024
- Indy Stars GymnasticsMay 2021 to Mar 2022
- Community Sports & WellnessAug 2020 to May 2021
- Next College Student AthleteJul 2019 to May 2020
- Superior Gymnastics AcademyJun 2019 to Jan 2020
- University of DenverSep 2016 to Apr 2019
- Monadnock Gymnastics CenterAug 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 5 states (FL, IN, NJ, OH, 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
- 7420989
- Firm CRD
- 46173