Adam Wlodarczyk
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Park Avenue Securities LLCOct 2023 to now
- Guardian Life InsuranceAug 2022 to now
- Financial FitnessAug 2022 to Aug 2022
- Weyrich Cronin & Sorra, CpaOct 2021 to Aug 2022
- Primetals TechnologiesSep 2019 to Sep 2021
- Liberatore'sDec 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7607566
- Firm CRD
- 46173