Wolf Perl

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

CLARK ASSET MANAGEMENT, LLC

SIMPSONVILLE, SC · CRD#

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

MORGAN STANLEY

Savannah, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

CLARK ASSET MANAGEMENT, LLC

SIMPSONVILLE, SC · CRD#

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

MORGAN STANLEY

Savannah, GA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

CLARK ASSET MANAGEMENT, LLC

SIMPSONVILLE, SC · CRD#

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

MORGAN STANLEY

Savannah, GA · CRD#

Years of Experience

29 years registered in the securities industry

Current & Past Employments

Current

PARK AVENUE SECURITIES LLCCurrent·CRD# 46173

RIA

BD

1. 48 Bakertown Rd Suite 506, Monroe, NY 109502. 185a Marcy Avenue, Brooklyn, NY 11211

April 16, 2021 - Present

PARK AVENUE SECURITIES LLCCurrent·CRD# 46173

RIA

BD

1. 48 Bakertown Rd Suite 506, Monroe, NY 109502. 185a Marcy Avenue, Brooklyn, NY 11211

May 3, 1999 - Present

Past

GUARDIAN INVESTOR SERVICES LLCPast·CRD# 6635

BD

New York, NY

December 15, 1997 - May 3, 1999

Similar Advisors

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

CLARK ASSET MANAGEMENT, LLC

SIMPSONVILLE, SC · CRD#

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

MORGAN STANLEY

Savannah, GA · CRD#

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Current Firm

PA

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC | PARK AVENUE WEALTH MANAGEMENT

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

2,073

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Part 2 Brochures

PAS FORM ADV REVISED FIRM BROCHURE (6/18/2026)

VESTWISE (6/18/2026)

PARK AVENUE UMA/SMA SELECT AND STRATEGIST SELECT/STRATEGIST SELECT PLUS (6/18/2026)

PARK AVENUE SIGNATURE PORTFOLIO (6/18/2026)

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
MAHER, CARLY PRITCHARD	ELECTED MEMBER & HEAD OF WEALTH MANAGEMENT STRATEGY AND BUSINESS OPERATIONS	4003223
RYNIKER, MICHAEL JOHN	PRINCIPAL OPERATIONS OFFICER	2474604
VECCHI, MEG R	ELECTED MEMBER	4769594

Regulatory Assets Under Management

Total Number of Accounts

82,118

AUM (Assets Under Management)

$19,575,765,851

Disclosures

Regulatory Event

20

Arbitration

3

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2025	Cover Page	Report
01/22/2025	Cover Page	Report
11/15/2023	Cover Page	Report

Similar Advisors

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

CLARK ASSET MANAGEMENT, LLC

SIMPSONVILLE, SC · CRD#

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

MORGAN STANLEY

Savannah, GA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 sec. trade hrs, p/m Invest. rel. 2 223 Manhattan Ave LLC-Rental, Start: 11/02/2015 Address: 1117 Rt. 17M Ste 2 Monroe, NY 10950, 1 bus hr p/m Invest, Rel. 3 Gilbert street realty LLC-Rental, Start: 03/13/2018 Address: 1117 Route 17M Monroe NY 10950 0 hrs p/m Invest rel. 4 Greycrt Rd LLC-Land Start: 06/21/2018 Address: 14 Da Wieder Blvd #202 Monroe NY 10950 1 bus hr p/m Invest rel. 5 1460 Route 17M Associates LLC-Own Start: 01/02/2019 Address: 1460 Route 17M Chester NY 10918 2 non bus hrs p/m Invest rel. 6 Pitkin Realty NY LLC-Rental Start: 05/01/2020 Address: 128 Skillman St. Brooklyn NY 11205 0 total hours Invest rel. 7 Nelson Holdings LLC-Rental Start: 03/10/2020 Add: 28 Quickway Rd. Monroe, NY 10950 , 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 Invest rel. 9 Noyim Estates Trust-Trustee for Fathers Estate Start: 02/01/2022 Add: 7 Van Buren Dr. #201 Monroe ny 10950 0 tot Not Invest rel. 10 951 Bedford llc-Rental, Start: 01/07/2022 Add: 951 Bedford ave. Brooklyn ny 11205 1 tot hrs p/m; 0 sec. trade hrs, Invest rel., 11 2001 Route 17M LLC-member Start: 01/11/2022 Add: 1117 Rt. 17M Suite 2 Monroe, NY 10950 1 tot hrs p/m; 0 dur. sec. trade hrs, Invest rel. 12) Irp Equities LLC-Real Estate Start: 02/25/2022 Add: 14 DA Wieder Blvd. 202 Monroe NY 10950 0 tot hrs Invest rel. 13) 420 E Main LLC-Member Start: 12/20/2022 Add: 14 D A Weider BLVD Monroe NY 10950 0 tot Invest rel., 14) Perl Summer Estates LLC - Home Ownership Start: 9/7/23 Add: 14 D A Weider Blvd. #202, Monroe, NY 10950 0 tot Invest rel., 15) 976 Bedford Ave. Brklyn NY-own Start: 01/01/1998 Add: 976 Bedford Ave. Bklyn NY 11205 1 tot hrs p/m; 0 sec. trade hrs Invest. rel, 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 p/m 0 sec. trade hrs Invest. rel, 17) 4 Druhbich Way Monroe, NY-own Start: 05/01/2016 Add: 4 Druhbich Way Monroe, NY 1 tot hrs p/m; 0 sec. trade hrs, Invest. rel, 18) 7 Van Buren Dr # 202 Monroe NY-own Start: 05/01/2016 Add: 7 Van Buren Dr # 202 Monroe NY 1 tot hrs p/m 0 sec. trade hrs, Invest. rel, 19) 3 Lizensk Blvd. Monroe NY-own Start: 01/01/2020 Add: 3 Lizensk Blvd. Monroe NY 1 tot hrs p/ 0 sec. trade hrs, Invest. rel, 20) 175 Skillman St. Bklyn NY-own Start: 01/01/2008 Add: 175 Skillman St. Brooklyn NY 1 tot hrs p/ 0 sec. trade hrs, Invest. rel, 21) 4 Lipa Friedman Ln.#201 Monroe NY-own Start: 1/1/1994 Add: 4 Lipa Friedman Ln.#201 Monroe NY 10950 1 tot hrs p/m 0 sec. trade hrs Invest. rel, 22) 7 Beer Shava St. #404 Monroe NY-own Start:5/01/22 Adds:7 Beer Shava St. #404 Monroe NY 1 tot hrs p/m 0 sec. trade hrs, Invest. rel, 23)5 Beer Shava St. Monroe NY-own Start: 5/01/22 Adds: 5 Beer Shava St. Monroe NY 1 tot hrs p/m 0 sec. trade hrs, Invest. rel, 24)1 Maglenitz St.-rental Start:8/25/25, Adds: 1 Maglenitz St. Monroe NY 10950 1 tot hrs p/m 0 sec. trade hrs, Invest. rel, 25) 6 Maglenitz St.-rental Start: 8/25/25, Adds:6 Maglenitz St. Monroe NY 10950 1 tot hrs p/m 0 sec. trade hrs, Invest. rel, 26)8 Maglenitz St Start: 8/25/25 Adds: 8 Maglenitz St. Monroe NY 10950 1 tot hr p/m 0 sec trade hrs. Invest. rel. 27)13 Forest 403 LLC-rental, Start:8/21/26 Adds:13 Forest Rd. Unit 403 Monroe, NY 10950 1 tot hr p/m 0 sec trade hrs. Inv rel. 28)439 21st Holdings-owner Nature of Business: real estate ownership Start date: 09/14/2026 Address 439 21st Street Irvington, NJ 07111 Duties: owner 2 tot hrs p/m 2 sec trade hrs. 29 Temple Development LLC Nature of Business: real estate ownership Start dt. 9/24/26 Address 29 Temple Place Irvington, NJ 07111 Duties: owner 2 tot hrs p/m 1` sec trade hrs. 30 1 Winthrop Terrace LLC-own Nature of Business: real estate ownership Start dt. 9/14/26 Address 1 Winthrop Terr. East Orange, NJ Duties: owner 2 tot hrs p/m 1` sec trade hrs.

Similar Advisors

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

CLARK ASSET MANAGEMENT, LLC

SIMPSONVILLE, SC · CRD#

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

MORGAN STANLEY

Savannah, GA · CRD#