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Michelle Borawski

PARK AVENUE INVESTMENT ADVISORY
St. Louis, MO 63141
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CRD#: 7567852
MB

Professional summary


Michelle Borawski is a registered financial advisor currently at PARK AVENUE INVESTMENT ADVISORY, LLC located in St. Louis, Missouri.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michelle has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) Perfectly Smudged-owner, Start date: 05/15/2023, Address: 10515 Lavinia Dr, Saint Louis, MO 63123, 10 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 2) Rover-pet sitting, Start date: 09/28/2025, Address: 10515 Lavinia Dr, St. Louis, MO 63123, 5 total hours per month; 0 during securities trading hours, Not investment related, <10% annual compensation, 3) TJ Maxx-Sales Associate, Start date: 10/27/2025, Address: 137 Gravois Bluffs Plaza Dr, Fenton, MO 63026, 65 total hours per month; 0 during securities trading hours, Not investment related, >10% annual compensation,

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michelle Borawski's CRS (Customer Relationship Summary).
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®
None

Experience


Current

July 18, 2025 - Present

PARK AVENUE INVESTMENT ADVISORY, LLC

Office #1: 625 Maryville Centre Suite 160, St. Louis, MO 63141
RIA
CRD#: 310203
St. Louis, MO
Past

September 16, 2022 - February 27, 2025

PARK AVENUE INVESTMENT ADVISORY, LLC

RIA
CRD#: 310203
Saint Louis, MO
Past

June 7, 2022 - August 5, 2022

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
ST LOUIS, MO

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 INVESTMENT ADVISORY, LLC
GUARDIAN ADVISORY SERVICES LLC | WESTPAC WEALTH PARTNERS | PARK AVENUE INVESTMENT ADVISORY, LLC | PARK AVENUE INVESTMENT ADVISORY | ONE WEALTH MANAGEMENT FINANCIAL AND INSURANCE SERVICES, INC. | GUARDIAN STRATEGIC ADVISORS | GUARDIAN ADVISORY SERVICES, LLC

CRD#: 310203 / SEC#: 801-119560

RIA
Registered Investment Advisory firm - (9/30/2020 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Missouri
(7/18/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/20/2022
Uniform Investment Adviser Law Examination

Current Firm


PA
PARK AVENUE INVESTMENT ADVISORY, LLC
GUARDIAN ADVISORY SERVICES LLC | WESTPAC WEALTH PARTNERS | PARK AVENUE INVESTMENT ADVISORY, LLC | PARK AVENUE INVESTMENT ADVISORY | ONE WEALTH MANAGEMENT FINANCIAL AND INSURANCE SERVICES, INC. | GUARDIAN STRATEGIC ADVISORS | GUARDIAN ADVISORY SERVICES, LLC

CRD#: 310203 / SEC#: 801-119560

RIA
Registered Investment Advisory firm - (9/30/2020 Approved)
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Contact information


Main Address
10 Hudson Yards, New York, NY 10001
Mailing Address
Phone number
(800) 879-6934
Established
Firm type
Fiscal year end
# of Employees
87

SEC notice filing (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARK AVENUE INVESTMENT ADVISORY WRAP BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts362
AUM (Assets Under Management)$ 98,287,453

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2022
Cover Page

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.

Company Information


PARK AVENUE INVESTMENT ADVISORY, LLC

CRD#: 310203St. Louis, MO 63141

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