Samuel G Marcus
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
12 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
11 years in the industry.
- Park Avenue Securities LLCMay 2025 to now
- Guardian Life Insurance CompanyJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Tivoli Wine and SpiritsOct 2023 to Dec 2023
- Bard CollegeAug 2021 to May 2024
- Water's Edge Resort and SpaJun 2021 to Aug 2021
- Extended TravelMay 2021 to Jun 2021
- New Country Lexus of WestportFeb 2021 to May 2021
- Garelick & HerbsNov 2020 to Jan 2021
- Extended TravelAug 2020 to Oct 2020
- Vineyard VinesMay 2019 to Jan 2020
- University of MiamiAug 2018 to Jul 2020
- Beach Park Day CampJun 2016 to Aug 2017
- Fairfield Ludlowe High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 12 states (AZ, CA, CT, FL, NJ, NV, NY, PA, RI, SC, 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
- 7747590
- Firm CRD
- 46173