Kallie Rosenbach
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
5 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Kallie Rosenbach? Claim your profile
Contact this firm
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 LLCAug 2024 to now
- Guardian Life Insurance CompanyAug 2024 to now
- Tavern On the WharfJan 2023 to Sep 2024
- North ItaliaOct 2018 to Dec 2022
- Tavern On the WharfMay 2017 to Sep 2018
- Umass AmherstOct 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 5 states (CA, MA, MI, TX, WI).
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
- 7966521
- Firm CRD
- 46173