Cole Stephenson
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
2 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Cole Stephenson? 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
11 years in the industry.
- Park Avenue Securities LLCAug 2025 to now
- Guardian Life Insurance CompanyApr 2025 to now
- Silicon Mountain TechnologiesMay 2023 to Mar 2025
- Burns Family Artisan AlesNov 2022 to May 2023
- Turing School of Software and DesignMay 2022 to Nov 2022
- Mercantile Dining and ProvisionMar 2022 to May 2022
- Bierstadt LagerhausJul 2021 to Mar 2022
- Angelo's TavernaJul 2017 to Jul 2021
- Malone's Bar and GrilleDec 2016 to Jul 2017
- Upper Crust PizzeriaSep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
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
- 8074738
- Firm CRD
- 46173