Sebastian Diaz
Investment adviser representative at Park Avenue Securities LLC
16 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$19.6BFirm assets
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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
16 years in the industry.
- Park Avenue Securities LLCFeb 2022 to now
- Guardian Life Insurance CompanyAug 2021 to now
- Southern Tier PediatricsAug 2017 to Jul 2021
- Southwestern Central SchoolSep 2010 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 13 states (AK, AZ, CA, FL, IL, MA, NY, OH, PA, RI, TX, UT, WA).
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
- 7422192
- Firm CRD
- 46173