Koby Eric Gartner
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
10 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 LLCOct 2024 to now
- Guardian Life Insurance CompanyOct 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Oct 2024
- Sagepoint Financial, Inc.Feb 2023 to Oct 2024
- Greenwich Bay ResidentialApr 2020 to May 2023
- Warwick Public SchoolsNov 2019 to Apr 2020
- Goodbye Butterfly, LLCNov 2019 to Dec 2019
- A Plus StaffingOct 2018 to May 2020
- Advanced Production and DesignApr 2018 to Sep 2018
- Ocean Exploration TrustMay 2017 to Nov 2017
- Warwick BeaconJan 2017 to Feb 2018
- (add)venturesSep 2016 to Dec 2016
- Ryan Center/university of Rhode IslandMay 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 10 states (CA, CT, FL, IN, MA, MN, PA, RI, TX, VA).
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
- 7697609
- Firm CRD
- 46173