Nicholas Pat Bosio
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
7 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 LLCMar 2026 to now
- Park Avenue SecuritesFeb 2025 to now
- Guardian Life Insurance CompanyJul 2023 to now
- The Hanover Insurance GroupJun 2021 to Jul 2023
- University of HartfordSep 2020 to May 2021
- The Hanover Insurance GroupJun 2020 to Aug 2020
- University of HartfordSep 2017 to May 2020
- Town of BrookhavenJun 2017 to Aug 2017
- Mount Sinai High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 7 states (CT, MA, NJ, NY, PA, SC, WY).
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
- 7784046
- Firm CRD
- 46173