Sean Joseph Trottier
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
5 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.
- Park Avenue Securities LLCJun 2026 to now
- Guardian Life Insurance CompanyApr 2026 to now
- Florida Financial Advisors dba New England Financial AdvisorsDec 2025 to Jun 2026
- UnemployedJun 2025 to Dec 2025
- Bentley UniveristySep 2022 to May 2025
- J.H. Lynch and SonsMay 2022 to Jun 2025
- Bentley UniversitySep 2021 to May 2025
- Mount Saint Charles AcademyAug 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 5 states (CA, MA, NJ, NV, RI).
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
- 8197507
- Firm CRD
- 46173