GW
Grant W. Wilson
PARK AVENUE SECURITIES LLC
San Antonio, TX 78229
Some features on this profile are disabled
CRD#: 6561433
GW
Professional summary
Grant Warren Wilson, who also goes by Grant W Wilson, is a registered financial advisor currently at PARK AVENUE SECURITIES LLC located in San Antonio, Texas.
Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Grant has worked at 4 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Grant W Wilson
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. Fisher Hills LLC - My wife and I own a long term rental property. Start Date: 7/1/2017 Address: 605 Squires Row, Castle Hills, TX 78213 2 hours per month, 1 hour during securities trading hours Investment related 10-25% Annual compensation 2. Mission Accounting & Advisory Incorporated - I've founded Mission Accounting & Advisory Incorporated to assist with the preparation of Federal Income Taxes and bookkeeping services as a means of procuring time savings for clients. Start Date: 10/03/2025 Address: 21750 Hardy Oak Blvd Ste 104, #348917, San Antonio, Texas 78258 25 hours/month; 4 hours/month during securities trading hours Not investment related 10-25% Annual compensation
CRS (Client Relationship Summary) - RIA
Click below to view Grant Warren Wilson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Grant Warren Wilson'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 28, 2025 - Present
PARK AVENUE SECURITIES LLC
Office #1: 7550 I-10 Suite 854, San Antonio, TX 78229RIA
BD
CRD#: 46173
San Antonio, TX
Current
October 28, 2025 - Present
PARK AVENUE SECURITIES LLC
Office #1: 7550 I-10 Suite 854, San Antonio, TX 78229RIA
BD
CRD#: 46173
San Antonio, TX
Past
December 2, 2024 - May 27, 2025
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SAN ANTONIO, TX
Past
March 25, 2017 - April 6, 2018
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
San Antonio, TX
Past
March 25, 2017 - April 6, 2018
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
San Antonio, TX
Past
November 12, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SAN ANTONIO, TX
Past
November 4, 2015 - November 4, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SAN ANTONIO, TX
Past
October 19, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SAN ANTONIO, 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
Texas(10/28/2025)
IAR
Texas(10/28/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/30/2024
General Securities Representative ExaminationGeneral 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
