Winston Roswel Stearns
Investment adviser representative at Park Avenue Securities LLC
13 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
13 years in the industry.
- Park Avenue Securities LLCSep 2025 to now
- Guardian Life Insurance CompanyMay 2025 to now
- Self-employedAug 2024 to May 2025
- California Polytechnic State UniversityMar 2020 to Nov 2023
- St Joseph High SchoolAug 2018 to Jun 2021
- Belsher Becker Roberts and ConnellMay 2018 to Aug 2019
- Pacific Riptides Volleyball ClubJan 2018 to Jun 2018
- Central Coast CasinoMay 2017 to Jan 2019
- Point Loma Nazarene UniversityAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
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
- 8105674
- Firm CRD
- 46173