Sara Jane Letourneau
Investment adviser representative at Park Avenue Securities LLC
20 yearsExperience
2 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
20 years in the industry.
- Park Avenue Securities LLCFeb 2025 to now
- Guardian Life InsuranceFeb 2025 to now
- The Bulfinch GroupApr 2023 to Feb 2025
- Carelink RiFeb 2023 to Apr 2023
- The Bulfinch GroupJun 2022 to Feb 2023
- Carelink RiMay 2021 to Aug 2021
- Woodard & Clark Tax & Wealth AdvisorsJan 2021 to Apr 2023
- Bryant UniversityAug 2020 to Dec 2022
- Children's Express Child Care, IncJul 2020 to Aug 2020
- Full-time EducationSep 2019 to May 2023
- Toti's Restaurant & PizzeriaJul 2019 to Jan 2020
- Full-time EducationSep 2006 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
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
- 7521980
- Firm CRD
- 46173