CE
Casey L. Eden
PARK AVENUE SECURITIES
Oklahoma City, OK 73120
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CRD#: 2715551
CE
Professional summary
Casey L Eden, CFP®, who also goes by Casey Lee Eden, is a registered financial advisor currently at PARK AVENUE SECURITIES LLC located in Oklahoma City, Oklahoma.
Casey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Casey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Casey Lee Eden
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Casey L Eden's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Casey L Eden'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®
CFP®
Start date: 2016
Experience
Current
August 25, 2005 - Present
PARK AVENUE SECURITIES LLC
Office #1: 10900 Hefner Pointe Drive Suite 200, Oklahoma City, OK 73120RIA
BD
CRD#: 46173
Oklahoma City, OK
Current
August 5, 2005 - Present
PARK AVENUE SECURITIES LLC
Office #1: 10900 Hefner Pointe Drive Suite 200, Oklahoma City, OK 73120RIA
BD
CRD#: 46173
Oklahoma City, OK
Past
August 6, 2004 - July 29, 2005
CENTURY ADVISORS, LLC
RIA
CRD#: 130155
OKLAHOMA CITY, OK
Past
June 9, 2004 - August 8, 2005
WFG INVESTMENTS, INC.
BD
CRD#: 22704
DALLAS, TX
Past
March 9, 2001 - June 10, 2004
SPELMAN & CO., INC.
RIA
CRD#: 10232
OKLAHOMA CITY, OK
Past
May 18, 1999 - June 10, 2004
SPELMAN & CO., INC.
BD
CRD#: 10232
PHOENIX, AZ
Past
August 5, 1997 - June 2, 1999
CENTURY INVESTMENT GROUP INCORPORATED
BD
CRD#: 36254
SAN DIEGO, CA
Past
June 18, 1996 - June 11, 1997
NYLIFE SECURITIES LLC
BD
CRD#: 5167
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
Arizona(1/8/2025)
IAR
Arizona(1/28/2025)
RR
Arkansas(2/5/2026)
RR
California(1/9/2025)
IAR
California(1/9/2025)
RR
Colorado(5/26/2011)
IAR
Colorado(1/21/2014)
RR
Georgia(10/9/2025)
RR
Hawaii(4/14/2026)
RR
Kansas(1/20/2025)
IAR
Kansas(1/20/2025)
RR
Michigan(2/4/2022)
RR
Missouri(1/20/2025)
IAR
Missouri(1/20/2025)
RR
Nevada(2/5/2026)
RR
Oklahoma(8/5/2005)
IAR
Oklahoma(8/25/2005)
RR
Oregon(1/9/2025)
IAR
Oregon(1/9/2025)
RR
Texas(10/20/2005)
IAR
Texas(1/20/2025)
RR
Virginia(1/8/2025)
IAR
Virginia(1/8/2025)
RR
Washington(1/26/2024)
RR
Wisconsin(1/8/2025)
IAR
Wisconsin(1/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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)
PREMIUM
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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.
