RL
Rachel F. Lilley
PARK AVENUE SECURITIES
Virginia Beach, VA 23452
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CRD#: 8112700
RL
Rachel F LilleyPARK AVENUE SECURITIES
Professional summary
Rachel F Lilley, who also goes by Rachel Fogg, Rachel Fogg Lilley, Rachel Lilley, is a registered financial advisor currently at PARK AVENUE SECURITIES LLC located in Virginia Beach, Virginia.
Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Rachel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Rachel Fogg | Rachel Fogg Lilley | Rachel Lilley
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) Bridal Consultant at Annalise Bridal Boutique - I help brides choose their bridal gowns, I use an online pos to check people out,I also, help with stocking and cleaning., Start Date: 04/17/2022, Address: 4901 Libbie Mill East Blvd #130, Richmond, VA, 80 total hours per month; 48 during security trading hours, Not investment related, Less than 10% annual compensation, 2) Insurance other than Guardian - I offer fixed insurance products, fixed annuities, long-term care insurance, group and individual health benefits, disability insurance not from Guardian or PAS as an independent contractor when required to meet client requirements and goals., Start Date: 04/06/2026, Address: 325 Sentry Parkway E #101, Suite 301, Blue Bell, PA 19422, 5 total hours per month; 5 during security trading hours, Investment related, Less than 10% annual compensation, 3) Committee Member at Impact100 Richmond - I help plan and execute membership events. I do not have any involvement with funds or payments of any kind. I do not particiapet in fundraising., Start Date: 06/06/2024, Address: 9210 Old Mayland Way Henrico Va 23294, 5 total hours per month; 5 during security trading hours, Not investment related, No annual compensation, 4) Committee Member at Junior League of Richmond - I help plan and execute membership events. I do not have any involvement with funds or payments of any kind. I do not particiapet in fundraising., Start Date: 06/06/2024, Address: 9210 Old Mayland Way Henrico, Va 23294, 5 total hours per month; 0 during security trading hours, Not investment related, No annual compensation, 5) The Lilley Group - This is an S-Corp established at the behest of our accountant for tax purposes., Start Date: 06/01/2023, Address: 8878 SW 96th St Unit C Ocala Fl 34481, 0 total hours per month; 0 during security trading hours, Not investment related, No annual compensation,
CRS (Client Relationship Summary) - RIA
Click below to view Rachel F Lilley's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Rachel F Lilley'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
May 13, 2026 - Present
PARK AVENUE SECURITIES LLC
Office #1: 272 Bendix Road Suite 150, Virginia Beach, VA 23452RIA
BD
CRD#: 46173
Virginia Beach, VA
Current
May 13, 2026 - Present
PARK AVENUE SECURITIES LLC
Office #1: 272 Bendix Road Suite 150, Virginia Beach, VA 23452RIA
BD
CRD#: 46173
Virginia Beach, VA
Past
June 20, 2025 - March 31, 2026
LPL ENTERPRISE, LLC
RIA
CRD#: 8733
VIENNA, VA
Past
June 18, 2025 - March 31, 2026
LPL ENTERPRISE, LLC
BD
CRD#: 8733
VIENNA, VA
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
Florida(5/13/2026)
IAR
Florida(5/14/2026)
RR
Tennessee(5/13/2026)
RR
Virginia(5/13/2026)
IAR
Virginia(5/13/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/18/2025
General Securities Representative ExaminationGeneral 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.
Company Information
PARK AVENUE SECURITIES LLC
CRD#: 46173Virginia Beach, VA 23452TRUST BUT VERIFY
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