Nathan James Sullivan
Investment adviser representative at Park Avenue Securities LLC
10 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
10 years in the industry.
- Park Avenue Securities LLCMar 2026 to now
- Guardian Life Insurance CompanyMar 2025 to now
- UnemployedNov 2024 to Mar 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- Eden Advisory ServicesJan 2023 to Mar 2023
- Golden Goose MarketJun 2022 to Aug 2022
- Thundercat Sports CampsJun 2021 to Aug 2021
- Union CollegeSep 2020 to Nov 2024
- UnemployedJun 2020 to Sep 2020
- Littleton Parks and RecreationMay 2019 to Aug 2019
- Acton Boxborough Regional High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8031851
- Firm CRD
- 46173