Brad Whittelsey

Investment adviser representative at Park Avenue Securities LLC

13 yearsExperience

4 statesRegistered in

$19.6BFirm assets

25 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

These describe the firm as a whole, not only this advisor.

13 years in the industry.

Registered as an investment adviser representative in 4 states (CA, NC, TX, WA).

$19.6BAssets managed

82,118Clients

1,904Advisers

25 yearsIn business

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.