Ross Matthew Beck
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
10 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 LLCAug 2025 to now
- Guardian Life Insurance CompanyAug 2025 to now
- Country Club of New CanaanMay 2025 to Aug 2025
- United States Hockey LeagueSep 2024 to Aug 2025
- North American Hockey LeagueSep 2021 to Aug 2025
- Sacred Heart UniversityAug 2020 to May 2025
- Monroe Parks and Recreation (summer Fun Days)Jun 2018 to Aug 2024
- United States Soccer FederationSep 2017 to Aug 2022
- Masuk High SchoolSep 2016 to Jun 2020
- USA HockeyJul 2015 to Aug 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 10 states (CO, CT, IA, IL, NE, NJ, NY, OK, PA, TX).
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
- 8125466
- Firm CRD
- 46173