Megan C Mora
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
7 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 LLCFeb 2026 to now
- Guardian Life Insurance CompanySep 2025 to now
- Strategies for WealthJun 2025 to Sep 2025
- UnemployedApr 2025 to Jun 2025
- Oath.voteJan 2024 to Apr 2025
- Jane Street CapitalJul 2022 to Jan 2024
- Three Day RuleApr 2022 to Jun 2022
- Private NannyAug 2021 to Apr 2022
- Marti Gould Cummings for Nyc CouncilJan 2021 to Jul 2021
- Mikie Sherrill for US CongressJun 2020 to Dec 2020
- Goldbelly, Inc.Oct 2019 to Jun 2020
- Aida Cruise LineJan 2019 to Jun 2019
- Flex MusselsJan 2018 to Oct 2019
- The Gateway PlayhouseOct 2017 to Jan 2018
- Lugo CucinaSep 2017 to Oct 2017
- Ogunquit PlayhouseJul 2017 to Sep 2017
- GatoAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 7 states (CA, FL, MA, NJ, NY, PA, 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
- 7595801
- Firm CRD
- 46173