BW
Bryan Wilczewski
PARK AVENUE SECURITIES LLC
San Diego, CA 92121
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CRD#: 4474207
BW
Professional summary
Bryan Wilczewski, CFP®, CIMA®, who also goes by Bryan P Wilczewski, is a registered financial advisor currently at PARK AVENUE SECURITIES LLC located in San Diego, California.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Bryan has worked at 11 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan P Wilczewski
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) Outside Insurance sales-Independent contractor,
Nature of Business: Insurance products other than those offered through Guardian and its subsidiaries,
Start date: 05/21/2025,
Address: 7850 Via Montebello Unit 6 San Diego, CA 92129,
Duties: Insurance other than Guardian
10 total hours per month; 10 during securities trading hours,
Investment related,
2) Evidentia Group LLC-owner,
Nature of Business: Legal entity,
Start date: 04/01/2024,
Address: 7850 Via Montebello Unit 6 San Diego, CA 92129,
Duties: purpose of collecting 1099 income,
10 total hours per month; 10 during securities trading hours,
Not investment related,
3) Stanley Wilczewski Joan Wilczewski Disclaimer Trust - Trustee for a family trust,
Nature of Business: Trust,
Start Date: 12/29/2019,
Address: 33 Front St, Hempstead, NY 11550,
Duties: trustee,
1 hours per month, 1 hours during securities trading hours
Not investment related,
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Wilczewski's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Bryan Wilczewski'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: 2020
Experience
Current
June 3, 2025 - Present
PARK AVENUE SECURITIES LLC
Office #1: 5405 Morehouse Drive Suite 245, San Diego, CA 92121RIA
BD
CRD#: 46173
San Diego, CA
Current
June 3, 2025 - Present
PARK AVENUE SECURITIES LLC
Office #1: 5405 Morehouse Drive Suite 245, San Diego, CA 92121RIA
BD
CRD#: 46173
San Diego, CA
Past
April 1, 2024 - May 15, 2025
XYPN INVEST
RIA
CRD#: 285967
Santa Monica, CA
Past
January 29, 2020 - August 23, 2023
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
RIA
CRD#: 169045
Lancaster, CA
Past
January 27, 2020 - March 30, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
LANCASTER, CA
Past
March 31, 2017 - January 28, 2020
EDWARD JONES
BD
CRD#: 250
BASTROP, TX
Past
March 22, 2017 - January 28, 2020
EDWARD JONES
RIA
CRD#: 250
BASTROP, TX
Past
April 19, 2016 - May 10, 2016
DIMENSIONAL FUND ADVISORS LP
RIA
CRD#: 106482
CHARLOTTE, NC
Past
February 4, 2016 - May 10, 2016
DFA SECURITIES LLC
BD
CRD#: 10292
CHARLOTTE, NC
Past
October 24, 2011 - January 31, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JERSEY CITY, NJ
Past
September 5, 2011 - January 31, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 10, 2007 - February 28, 2011
MANAGED ACCOUNT ADVISORS LLC
RIA
CRD#: 142558
JERSEY CITY, NJ
Past
May 8, 2007 - July 10, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JERSEY CITY, NJ
Past
May 7, 2007 - July 10, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
November 15, 2002 - April 2, 2007
LORD, ABBETT & CO. LLC
RIA
CRD#: 110391
JERSEY CITY, NJ
Past
April 11, 2002 - April 2, 2007
LORD ABBETT DISTRIBUTOR LLC
BD
CRD#: 530
JERSEY CITY, NJ
Past
March 26, 2002 - April 8, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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(8/18/2025)
IAR
California(6/3/2025)
RR
California(6/27/2025)
RR
Massachusetts(8/19/2025)
IAR
Massachusetts(8/25/2025)
RR
Virginia(8/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)
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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.
