Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Park Avenue Securities LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Park Avenue Securities LLC office in Massachusetts, by city and A to Z.

The short answer

85 registered advisors work at Park Avenue Securities LLC in Massachusetts, out of 1,759 nationwide; it's the firm's number 6 state by advisors, and the most are in Needham (60). 9 list the CFP designation and 84 are also registered broker representatives.

Park Avenue Securities LLC advisors by city in Massachusetts

Every firm in Massachusetts →

Needham 60Braintree 5Boston 3Medfield 2Middleboro 2Middleton 2Northborough 2Attleboro 1Auburndale 1Great Barrington 1Newtonville 1Northboro 1Salem 1Topsfield 1Waban 1Westborough 1Whitinsville 1Wilmington 1Winchester 1

Park Avenue Securities LLC advisors in Massachusetts, A to Z

Search by name →

Park Avenue Securities LLC advisors in every state →Park Avenue Securities LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Park Avenue Securities LLC in other states

New York 365New Jersey 170California 150Florida 126Ohio 94Texas 83Pennsylvania 81Georgia 67North Carolina 53Connecticut 35Minnesota 32Virginia 32Tennessee 31Hawaii 29Nevada 26Arizona 23Colorado 23Wisconsin 21Illinois 19Oregon 19South Carolina 19Alabama 18Louisiana 17Maryland 16Indiana 14Michigan 13Missouri 9Kansas 8Kentucky 8Mississippi 8New Hampshire 8Rhode Island 8Iowa 7Utah 6Washington 6Oklahoma 5West Virginia 5Maine 4Montana 4

Questions

How many Park Avenue Securities LLC financial advisors are in Massachusetts?

85 investment adviser representatives are registered at Park Avenue Securities LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 1,759 at the firm nationwide. 9 list the CFP designation and 84 are also registered as broker representatives.

Where in Massachusetts does Park Avenue Securities LLC have the most advisors?

Needham, with 60, then Braintree (5). Park Avenue Securities LLC has advisors in 19 cities in Massachusetts.

How do I check a Park Avenue Securities LLC advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Park Avenue Securities LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.