Adam
Rolewicz

Park Avenue Securities LLC

CRD#4421858
Investment Advisor
in Port Chester, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Adam Rolewicz is a financial advisor based out of Port Chester, New York who has 19 years of industry experience. Rolewicz is currently employed by Park Avenue Securities LLC. Throughout their career, they have worked at Park Avenue Securities, Guardian Life Insurance Company Of America and Guardian Life Insurance Company. Rolewicz has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina and Texas. Park Avenue Securities LLC is a company that has its headquarters in New York, NY. The company has offices in 385 locations and a total of 1,825 financial advisors. It manages $10 billion in total assets across its 57,359 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 57,359 customer accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in assets. Park Avenue Securities LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees are based on the type of financial services offered. Fees billed by Park Avenue Securities LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 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

800 Westchester Avenue 4Th Floor Suite N409
Port Chester, NY 10573

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

NY Average: 88
Total Number of Accounts

57,359

NY Average: 3,892
Average Account Size

$172,819

NY Average: $1,917,921

Investment Advisory Services

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

Adam Rolewicz Work History

Adam has been registered as a financial advisor for 19 years.*

2019 - Present (5 years)

Guardian Life Insurance Company

2019 - Present (5 years)

Park Avenue Securities

2001 - 2019 (18 years)

Park Avenue Securities

2001 - 2019 (18 years)

Guardian Life Insurance Company Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Rolewicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Andrew Matthieson
Alpharetta, GA
Bartosz Warzycha
Columbus, OH
Corwin Davidson
Liberty Hill, TX
Andrew Guyton
Portsmouth, NH
Ezekiel Zimmerman
Paramus, NJ
Joseph Stiles
Cincinnati, OH
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started