Dylan Richard Peters
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
2 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 LLCFeb 2024 to now
- Guardian Life Insurance CompanyFeb 2024 to now
- Strategies for WealthSep 2023 to now
- Charter Diligence GroupJun 2023 to Sep 2023
- Bradley, Foster, & SargentSep 2022 to May 2023
- University of Connecticut's Office of Diversity & InclusionJan 2021 to Mar 2022
- The Arch RestaurantAug 2020 to Dec 2022
- University of Connecticut School of BusinessAug 2019 to May 2023
- Deccico & SonsJan 2019 to Aug 2019
- Kennedy Catholic High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 7809721
- Firm CRD
- 46173