WP
Wolf Perl
PARK AVENUE SECURITIES LLC
MONROE, NY 10950
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CRD#: 2649440
WP
Professional summary
Wolf Perl is a registered financial advisor currently at PARK AVENUE SECURITIES LLC located in Monroe, New York.
Wolf is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Wolf has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Ins other than Guardian-life, dis., LTC & Grp Health, Start: 05/01/1992 Address: 185A Marcy Ste 240. Bklyn NY 11211, 6 tot hrs per mon; 6 dur. sec. trade hrs, Invest. rel. < 10% ann. comp, 2. 223 Manhattan Ave LLC-Rental, Start: 11/02/2015 Address: 1117 Rt. 17M Ste 2 Monroe, NY 10950, 1 bus hr per month Invest, Rel. 3. Gilbert street realty LLC-Rental, Start: 03/13/2018 Address: 1117 Route 17M Monroe NY 10950 0 hrs per month Invest rel. 4. Greycourt Rd LLC-Land Start: 06/21/2018 Address: 14 Da Wieder Blvd unit 202 Monroe NY 10950 1 bus hr per month Invest rel. 5. 1460 Route 17M Associates LLC-Own Start: 01/02/2019 Address: 1460 Route 17M Chester NY 10918 2 non bus hrs per month Invest rel. 6) Pitkin Realty NY LLC-Rental Start: 05/01/2020 Address: 128 Skillman St. Brooklyn NY 11205 0 total hours per month Invest rel. < than 10% ann. comp 7) Nelson Holdings LLC-Rental Start: 03/10/2020 Add: 28 Quickway Rd. Monroe, NY 10950 0 tot hrs per mon, Invest rel. < than 10% ann. comp, 8) 245 Union Holdings LLC-Rental Start: 03/10/2020 Add: 28 Quickway Rd. Monroe, NY 10950 0 tot hrs per mon, Invest rel. < 10% ann. comp, 9) Noyim Estates Trust-Trustee for Fathers Estate Start: 02/01/2022 Add: 7 Van Buren Dr. #201 Monroe ny 10950 0 tot hrs per mon, Not Invest rel. No ann. comp; 10) 951 Bedford llc-Rental, Start: 01/07/2022 Add: 951 Bedford ave. Brooklyn ny 11205 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest rel., < 10% ann. comp, 11) 2001 Route 17M LLC-member Start: 01/11/2022 Add: 1117 Rt. 17M Suite 2 Monroe, NY 10950 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest rel. < 10% ann. comp, 12) Irp Equities LLC-Real Estate Start: 02/25/2022 Add: 14 DA Wieder Blvd. 202 Monroe NY 10950 0 tot hrs per mon, Invest rel. No ann. comp; 13) 420 E Main LLC-Member Start: 12/20/2022 Add: 14 D A Weider BLVD Monroe NY 10950 0 tot hrs per mon, Invest rel., < 10% ann. comp, 14) Perl Summer Estates LLC - Home Ownership Start: 9/7/23 Add: 14 D A Weider Blvd. #202, Monroe, NY 10950 0 tot hrs per mon, Invest rel., No ann. comp; 15) 976 Bedford Ave. Brklyn NY-own Start: 01/01/1998 Add: 976 Bedford Ave. Bklyn NY 11205 1 tot hrs per mon; 0 dur. sec. trade hrs Invest. rel, No ann. comp; 16) 14 D A Wieder Blvd. #104. Monroe NY-own Start: 05/01/2002 Add: 14 D A Wieder Blvd. #104 Monroe, NY 10950 1 tot hrs per mon. 0 dur. sec. trade hrs Invest. rel, No ann. comp; 17) 4 Druhbich Way Monroe, NY-own Start: 05/01/2016 Add: 4 Druhbich Way Monroe, NY 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest. rel, No ann. comp; 18) 7 Van Buren Dr # 202 Monroe NY-own Start: 05/01/2016 Add: 7 Van Buren Dr # 202 Monroe NY 1 tot hrs per mon. 0 dur. sec. trade hrs, Invest. rel, No ann. comp; 19) 3 Lizensk Blvd. Monroe NY-own Start: 01/01/2020 Add: 3 Lizensk Blvd. Monroe NY 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest. rel, No ann. comp; 20) 175 Skillman St. Bklyn NY-own Start: 01/01/2008 Add: 175 Skillman St. Brooklyn NY 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest. rel, No ann. comp; 21) 4 Lipa Friedman Ln.#201 Monroe NY-own Start: 01/01/1994 Add: 4 Lipa Friedman Ln.#201 Monroe NY 10950 1 tot hrs per mon; 0 dur. sec. trade hrs Invest. rel, No ann. comp; 22) 7 Beer Shava St. #404 Monroe NY-own Start: 05/01/2022 Adds: 7 Beer Shava St. #404 Monroe NY 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest. rel, No ann. comp; 23) 5 Beer Shava St. Monroe NY-own Start: 05/01/2022 Adds: 5 Beer Shava St. Monroe NY 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest. rel, No ann. comp; 24)1 Maglenitz St.-rental Start: 08/25/2025, Adds: 1 Maglenitz St. Monroe NY 10950 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest. rel, < than 10% ann. comp. 25) 6 Maglenitz St.-rental Start: 08/25/2025, Adds: 6 Maglenitz St. Monroe NY 10950 1 tot hrs per mon; 0 dur. sec. trade hrs, Invest. rel, < than 10% ann. comp. 26)8 Maglenitz St Start: 08/25/2025 Adds: 8 Maglenitz St. Monroe NY 10950 1 tot hr per mo. 0 dur. sec trade hrs. Invest. rel. < than 10% ann. comp
CRS (Client Relationship Summary) - RIA
Click below to view Wolf Perl's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Wolf Perl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 16, 2021 - Present
PARK AVENUE SECURITIES LLC
Office #1: 48 Bakertown Rd Suite 506, Monroe, NY 10950Office #2: 185a Marcy Avenue, Brooklyn, NY 11211RIA
BD
CRD#: 46173
MONROE, NY
Current
May 3, 1999 - Present
PARK AVENUE SECURITIES LLC
Office #1: 48 Bakertown Rd Suite 506, Monroe, NY 10950Office #2: 185a Marcy Avenue, Brooklyn, NY 11211RIA
BD
CRD#: 46173
MONROE, NY
Past
December 15, 1997 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PARK AVENUE SECURITIES LLC
PARK AVENUE SECURITIES LLC
CRD#: 46173 / SEC#: 801-58108, 8-51324
RIA
Registered Investment Advisory firm - SEC (11/13/2000 Approved)District of Columbia
Registered Investment Advisory firm - SEC (1/2/2002 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(3/2/2009)
RR
New York(5/3/1999)
IAR
New York(4/16/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PA
PARK AVENUE SECURITIES LLC
PARK AVENUE SECURITIES LLC
CRD#: 46173 / SEC#: 801-58108, 8-51324
RIA
Registered Investment Advisory firm - SEC (11/13/2000 Approved)District of Columbia
Registered Investment Advisory firm - SEC (1/2/2002 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
10 Hudson Yards, New York, NY 10001
Mailing Address
10 Hudson Yards, New York, NY 10001
Phone number
+1 (888) 600-4667
Established
Delaware since 08/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,984
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | OWNER | |
| BOGGS, ALLEN WARREN | HEAD OF PRODUCT & SUPERVISION | 4751363 |
| CASWELL, MARIANNE GRACE | PRESIDENT AND ELECTED MEMBER | 6424651 |
| DAVARASHVILI, KATE | FINOP/PRINCIPAL FINANCIAL OFFICER. | 5642325 |
| DESROCHERS, CARL | ELECTED MEMBER | 7807194 |
| GALLO, JOSEPH MICHAEL | CHIEF COMPLIANCE OFFICER | 3108044 |
| HERGAN, JOSHUA NEIL | GENERAL COUNSEL | 4572643 |
| LESINA, LEYLA ADA | ELECTED MEMBER | 3004323 |
| MAHER, CARLY PRITCHARD | HEAD OF WEALTH MANAGEMENT STRATEGY AND BUSINESS OPERATIONS | 4003223 |
| PERRY, MICHAEL ANDREW | ELECTED MEMBER | 2688179 |
| RYNIKER, MICHAEL JOHN | PRINCIPAL OPERATIONS OFFICER | 2474604 |
Regulatory assets under management
| Total Number of Accounts | 71,074 |
| AUM (Assets Under Management) | $ 14,998,852,974 |
Disclosures
| Regulatory Event | 20 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 01/22/2025 | ||
| 11/15/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PARK AVENUE SECURITIES LLC
CRD#: 46173Monroe, NY 10950TRUST BUT VERIFY
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