Melissa Anne Moss
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
11 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 LLCSep 2024 to now
- Guardian Life InsuranceSep 2024 to now
- One Pacific FinancialJun 2023 to Sep 2024
- Mass Mutual Pacific CoastMar 2023 to Jun 2023
- Live Gracefully ProductionsJan 2021 to Apr 2024
- Elevation ChurchDec 2020 to Feb 2021
- Second Chance 4 YouthAug 2019 to Jan 2021
- QuiversMay 2019 to Aug 2019
- WholivesMay 2017 to May 2019
- Officexyz/viewareaAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 11 states (AK, CA, CO, IL, IN, NC, OH, OR, TX, UT, WA).
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
- 7808071
- Firm CRD
- 46173