Matthew Bernard Derby
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
3 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
10 years in the industry.
- Park Avenue Securities LLCNov 2024 to now
- Guardian Life Insurance CompanyNov 2024 to now
- Planning AllianceOct 2024 to Nov 2024
- UnemployedSep 2024 to Oct 2024
- Alcove Private WealthJan 2023 to Sep 2024
- LPL FinancialJan 2023 to Sep 2024
- Payroll Funding CompanySep 2022 to Dec 2022
- Putnam InvestmentsJul 2022 to Aug 2022
- University of New HampshireAug 2019 to May 2023
- UnemployedMay 2017 to Aug 2019
- Lewis School of PrincetonSep 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, NY).
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
- 7593100
- Firm CRD
- 46173