Park Avenue Securities LLC

Investment Advisor
in New Haven, CT

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About this Advisor

Alan Nathan is a financial advisor based in New Haven, Connecticut, who has been in the industry for 10 years. Nathan currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Alan J. Nathan Cpa, LLC, Ameriprise Financial Services, Inc, Park Avenue Securities, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC and Guardian Life Insurance Company. Nathan holds Series 63, Series 63, Series 65 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and Florida. Park Avenue Securities LLC is a registered investment firm that has its headquarters in New Haven, Connecticut. The company has offices in 86 locations and a total of 1,811 financial advisors. It controls $11 billion in total assets among its 54,606 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 101 charitable organizations. Of its 54,606 accounts, 19% belong to high-net-worth clients who have more than $1 million in assets available to invest. Park Avenue Securities LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually are based on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 63, Series 65, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

555 Long Wharf Drive 11Th Floor
New Haven, CT 06511

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


CT Average: $7,464,549,021
Total Number of Employees


CT Average: 88
Total Number of Accounts


CT Average: 3,892
Average Account Size


CT Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Alan Nathan Work History

Alan has 10 years of experience.

2019 - Present (4 years)

Park Avenue Securities

2019 - Present (4 years)

Guardian Life Insurance Company

2012 - Present (11 years)

Alan J. Nathan Cpa, LLC

2017 - 2019 (2 years)

Guardian Life Insurance Co Of America

2017 - 2019 (2 years)

Park Avenue Securities, LLC

2014 - 2015 (1 year)

Ameriprise Financial Services, Inc


Alan Nathan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Alan Nathan
New Haven, CT
Misty Weltzien
Irvine, CA
Chad Gibbons
Jacksonville, FL
Zachary Fuld
Paramus, NJ
Andrew White
Pittsburgh, PA
John Fisher
Memphis, TN
Jonathon Dodd
Atlanta, GA
Alfred Valencia
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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