Shane Coen
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
1 stateRegistered 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 LLCSep 2025 to now
- Guardian Life Insurance CompanyOct 2024 to now
- UnemployedMay 2024 to Oct 2024
- O'brien Wealth Partners, LLC.Jul 2023 to Apr 2024
- Grantham, Mayo, Van Otterloo & Co.Jul 2022 to Dec 2022
- Sigilon TherapeuticsJul 2021 to Jan 2022
- Northeastern UniversitySep 2019 to May 2024
- The Kittansett ClubApr 2017 to Sep 2023
- Tabor AcademySep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7993148
- Firm CRD
- 46173