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Ben Myles Rosen

Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
8 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.

  1. Park Avenue Securities LLCJun 2025 to now
  2. Guardian Life Insurance CompanyJan 2025 to now
  3. UnemployedSep 2024 to Dec 2024
  4. LevelApr 2023 to Aug 2024
  5. UnemployedNov 2022 to Mar 2023
  6. TalkspaceSep 2020 to Oct 2022
  7. UnemployedMay 2020 to Aug 2020
  8. SliceJan 2019 to Apr 2020
  9. SimplifeyeSep 2018 to Dec 2018
  10. SingleplatformSep 2015 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 8 states (AZ, CA, DC, FL, IL, NJ, NY, UT).

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
8029374
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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