Samuel Martin Pollack
Investment adviser representative at Park Avenue Securities LLC
15 yearsExperience
4 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
15 years in the industry.
- Guardian Life Insurance CompanyJun 2024 to now
- Park Avenue Securities LLCJan 2023 to now
- The Guardian Life Insurance Company of AmericaDec 2022 to Jul 2025
- The Pietsch Financial Group, Inc.Jul 2022 to Dec 2022
- Fgmk, LLCJan 2018 to Jun 2022
- Cliftonlarsonallen, LLPJul 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, CO, IL).
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
- 7609854
- Firm CRD
- 46173