Joseph Falco
Investment adviser representative at Park Avenue Securities LLC
12 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
12 years in the industry.
- Park Avenue Securities LLCMay 2025 to now
- Guardian Life Insurance CompanyMay 2025 to now
- National Financial NetworkFeb 2025 to May 2025
- Self EmploymentOct 2024 to Jan 2025
- Ameriprise Financial Services, LLC.Jul 2023 to Sep 2024
- Self EmploymentFeb 2023 to Jul 2023
- Quick Ship Office, LLCFeb 2019 to Nov 2022
- Slyde Innovations LLCFeb 2019 to Nov 2022
- Rose City Jewelers / GemologistsJul 2018 to Jan 2019
- The Hastings Group, LLCJun 2017 to Aug 2017
- Gravity Designworks, IncMay 2017 to May 2017
- Full-time Education At Loyola University MarylandSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (NJ, NY, PA, SC).
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
- 7782550
- Firm CRD
- 46173