Naji Karam
Investment adviser representative at Park Avenue Securities LLC
10 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
10 years in the industry.
- Park Avenue Securities LLCJan 2026 to now
- Guardian Life Insurance CompanyJan 2026 to now
- MML Investors Services, LLCSep 2025 to Dec 2025
- Massmutual Life Insurance CompanyMay 2024 to Dec 2025
- Somerset Country Wine & SpiritsAug 2023 to Apr 2025
- MML Investors Services, LLCJul 2023 to Mar 2024
- Coaching4changeJul 2021 to Aug 2021
- Boston UniversityAug 2020 to May 2025
- Boston University's Questrom School of BusinessAug 2020 to May 2025
- St. George's SchoolAug 2016 to May 2020
- Somerset Country StoreApr 2016 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 12 states (CA, CT, FL, GA, MA, ME, MN, NC, NH, NJ, NV, RI).
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
- 7782699
- Firm CRD
- 46173