AO
Andrea P. Owen-boyd
PARK AVENUE SECURITIES LLC
Garden City, NY 11530
Some features on this profile are disabled
CRD#: 5542167
AO
Professional summary
Andrea Patricia Owen-boyd, who also goes by Andrea Patricia Owen Miss, Andrea P Owen-boyd, Andrea Owen-boyd, Andrea P Owenboyd, is a registered financial advisor currently at PARK AVENUE SECURITIES LLC located in Garden City, New York.
Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Andrea has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrea Patricia Owen Miss | Andrea P Owen-Boyd | Andrea Owen-Boyd | Andrea P Owenboyd
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) BrightLight Consulting LLC-Business Development, Leadership Development, Start date: 05/09/2022, Address: 386 S Long Beach Ave, Freeport. NY 11520, 20 total hours per month; 1 during securities trading hours, Not investment related, Less than 10% annual compensation, 2) Independent Financial Consultant/ Andrea Owen-Boyd-Independent Financial Consultant offer life Insurance products, Start date: 05/09/2021, Address: 386 S Long Beach Ave, Freeport. NY 11520, 20 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 3) Grace United Methodist Church -Evangelism and other community-assist members, Nature of Business: Church, Start date: 09/08/2006, Address: 437 Madison Avenue, 29th Floor, New York, NY 10022, Duties: Assist church members in spreading gospel and plan church events, 6 total hours per month; 0 during securities trading hours, Not investment related, 4) Morant Bay High School Alumni Association NY-coordinate activities, Nature of Business: High School alumni, Start date: 09/09/2009, Address: 4044 East Chester Road, Bronx NY, Duties: coordinate activities that will energize alumni members, 5 total hours per month; 0 during securities trading hours, Not investment related,
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Patricia Owen-boyd's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Andrea Patricia Owen-boyd'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 19, 2022 - Present
PARK AVENUE SECURITIES LLC
Office #1: 900 Stewart Avenue Suite 500, Garden City, NY 11530RIA
BD
CRD#: 46173
Garden City, NY
Current
October 28, 2022 - Present
PARK AVENUE SECURITIES LLC
Office #1: 900 Stewart Avenue Suite 500, Garden City, NY 11530RIA
BD
CRD#: 46173
Garden City, NY
Past
February 14, 2018 - February 24, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
HEMPSTEAD, NY
Past
February 14, 2018 - February 24, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
HEMPSTEAD, NY
Past
February 3, 2017 - February 20, 2018
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
BETHPAGE, NY
Past
February 2, 2017 - February 14, 2018
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
BETHPAGE, NY
Past
February 4, 2009 - November 14, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WOODBURY, NY
Past
July 8, 2008 - November 14, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WOODBURY, 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
Connecticut(3/6/2024)
IAR
Connecticut(3/6/2024)
RR
Florida(5/10/2023)
IAR
Florida(5/10/2023)
RR
Georgia(3/13/2023)
IAR
Georgia(3/13/2023)
IAR
New York(10/19/2022)
RR
New York(10/30/2022)
RR
Ohio(3/10/2023)
IAR
Ohio(3/10/2023)
RR
Pennsylvania(3/28/2025)
IAR
Pennsylvania(3/28/2025)
Exams
State Security Law Exam
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.
