Michael Werthmuller
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
8 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 LLCJun 2025 to now
- Guardian Life Insurance CompanyJun 2025 to now
- C&a Financial GroupJun 2023 to Jun 2025
- Arbor TerraceMar 2023 to Apr 2025
- The Edge RestaurantSep 2021 to Jun 2023
- Greenwood HouseSep 2019 to Sep 2021
- Gyro To GoMay 2016 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 8 states (CA, FL, IL, MA, NC, NJ, NY, PA).
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
- 7740095
- Firm CRD
- 46173