Dan Milosevic
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
6 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 LLCOct 2024 to now
- Guardian Life Insurance CompanyOct 2024 to now
- Uber, Doordash,grubhub Etc.Apr 2021 to Oct 2024
- Compass LogisticsSep 2020 to Apr 2021
- UnemployedFeb 2020 to Sep 2020
- Compass FuelSep 2019 to Feb 2020
- Technical Overhaul WorksSep 2018 to Aug 2019
- UnemployedMar 2017 to Sep 2018
- Military AcademyMar 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 6 states (IL, IN, MN, NY, TX, VA).
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
- 7976606
- Firm CRD
- 46173