CD
Cheryl P. Donnelly
PARK AVENUE SECURITIES LLC
IRVINE, CA 92606
Some features on this profile are disabled
CRD#: 4613051
CD
Professional summary
Cheryl P Donnelly, who also goes by Cheryl Pickard Donnelly, Cheryl Donnelly, Cheryl Ann Pickard, is a registered financial advisor currently at PARK AVENUE SECURITIES LLC located in Irvine, California.
Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Cheryl has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cheryl Pickard Donnelly | Cheryl Donnelly | Cheryl Ann Pickard
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. Pacific Advisors - Insurance Products outside Guardian or IUS-sell insurance products outside of Guardian/IUS depending on client's need, Start: 01/01/2015, Address: 783 W. Tenth Street; Claremont, CA 91711, 1 bus hr per month, Investment related, 2. Financial Education-Financial Education Workshops. These workshops would cover financial concepts in keeping with LBS, Guardian and Park Avenue Securities philosophy and presentation, Start: 02/29/2016, Address: 783 W. 10th Street Claremont, CA 91711, 5 bus hrs per month, Not investment related, 3) Power of Attorney for Spouse, Start: 10/16/2000, Address: 783 W. 10th Street Claremont, CA 91711, 0 total hours per month, Not investment related, No annual compensation, 4) Successor Trustee for Brother's Family Trust- Brother has requested I be Successor Trustee for his Family's Revocable Trust until his kids are older. , Start: 11/01/2022, Address: 783 W. 10th Street Claremont, CA 91711, 0 total hours per month 0 during securities trading hours, Not investment related, No annual compensation, 5) Co-Executor of Mother's Estate- mother asked if my brother and I would be willing to be Co-Executors of her estate., Start: 11/01/2022, Address: 783 W. 10th Street Claremont, CA 91711, 0 total hours per month 0 during securities trading hours, Not investment related, No annual compensation,
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl P Donnelly's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Cheryl P Donnelly'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
October 1, 2014 - Present
PARK AVENUE SECURITIES LLC
Office #1: 2875 Michelle Drive Suite 110, Irvine, CA 92606RIA
BD
CRD#: 46173
IRVINE, CA
Current
September 15, 2014 - Present
PARK AVENUE SECURITIES LLC
Office #1: 2875 Michelle Drive Suite 110, Irvine, CA 92606RIA
BD
CRD#: 46173
IRVINE, CA
Past
March 23, 2009 - September 5, 2014
ARETE WEALTH ADVISORS, LLC
RIA
CRD#: 145488
CHICAGO, IL
Past
March 23, 2009 - September 5, 2014
ARETE WEALTH MANAGEMENT, LLC
BD
CRD#: 44856
SAN FRANCISCO, CA
Past
January 13, 2009 - March 19, 2009
PRIVATE WEALTH ADVISORS, INC.
RIA
CRD#: 148144
SAN FRANCISCO, CA
Past
July 31, 2006 - December 31, 2008
PRIVATE CONSULTING GROUP, INC.
RIA
CRD#: 45053
CLAREMONT, CA
Past
July 31, 2006 - March 19, 2009
PRIVATE CONSULTING GROUP, INC.
BD
CRD#: 45053
PORTLAND, OR
Past
March 29, 2006 - August 4, 2006
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
CLAREMONT, CA
Past
December 12, 2002 - August 4, 2006
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
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
California(9/15/2014)
IAR
California(10/1/2014)
RR
Hawaii(8/12/2025)
RR
Minnesota(7/7/2022)
RR
Nevada(2/8/2020)
IAR
Nevada(2/24/2020)
RR
Oregon(11/14/2024)
IAR
Oregon(11/14/2024)
RR
Texas(2/18/2022)
IAR
Texas(2/18/2022)
RR
Wisconsin(11/13/2023)
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.
