Paula Filler, financial advisor New York NY
93 score

Paula Filler

CRD Number: 5471264
Current Firm: Park Avenue Securities LLC

Paula Filler (CRD# 5471264) is an Investment Advisor Representative working at Park Avenue Securities LLC in New York, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Company New York, NY Oct 2015 - Current 1
Park Avenue Securities LLC New York, NY Oct 2015 - Current 1
Guardian Life Insurance Company Hamburg, NJ Dec 2014 - Oct 2015 < 1
Park Avenue Securities Hamburg, NJ Dec 2014 - Oct 2015 < 1
Guardian Life Insurance Co Of America New York, NY Jul 2008 - Dec 2014 6
Park Avenue Securities LLC New York, NY Jul 2008 - Dec 2014 6
Park Avenue Securities Jersey City, NY Jul 2008 - Jul 2008 < 1
Guardian Life Insurance Company Of America Jersey City, NY Mar 2008 - Jul 2008 < 1
Ascent Healthcare Jersey City, NJ Jan 2002 - Mar 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Paula P. Filler
Phone Number: 1-888-600-4667
Registered State(s):
  • DE
  • MD
  • NJ
  • VA
  • PA
  • DC
  • FL
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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