Patrick Nolan Lee
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
1 stateRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Patrick Nolan Lee? Claim your profile
Contact this firm
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 LLCJul 2026 to now
- Guardian Life Insurance CompanyJul 2023 to now
- University of CincinnatiJan 2023 to May 2026
- Florida Atlantic UniversityAug 2022 to Dec 2023
- Cathedral High SchoolAug 2018 to May 2022
- St. Pius X Middle SchoolDec 2016 to May 2018
- Brown County Middle SchoolJul 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7702802
- Firm CRD
- 46173