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Adam Cayden Besana

Investment Adviser Representative at PARK Avenue Securities LLC

Roseville, CACRD #7098590Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Cayden Besana is an investment adviser representative with PARK Avenue Securities LLC in Roseville, CA, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona, California, Idaho, Nevada, Pennsylvania, and Utah.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, California, Idaho, Nevada, Pennsylvania, Utah
Broker:
7 states and territories

Alaska, Arizona, California, Idaho, Nevada, Pennsylvania, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/13/2021
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
Series 7
General Securities Representative Examination
Passed 4/9/2021
SIE
Securities Industry Essentials Examination
Passed 6/22/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PARK Avenue Securities LLCCurrent
3/20/2026 – Roseville, CA
Northwestern Mutual Investment Services, LLC
4/9/2021 – 1/30/2026Sacramento, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Student
    Aug 2016 – Mar 2018Pasadena, CA
  2. Capitol Gun Club
    Mar 2018 – Aug 2018Roseville, CA
  3. Student
    Aug 2018 – Dec 2020Chico, CA
  4. Northwestern Mutual Life Insurance Company
    Jun 2019 – Jan 2026Milwaukee, WI
  5. Northwestern Mutual Investment Services LLC
    Nov 2019 – Jan 2026Sacramento, CA
  6. Northwestern Mutual Wealth Management Company
    Nov 2021 – Jan 2026Milwaukee, WI
  7. PARK Avenue Securities
    Jan 2026 – no end date reportedSan Diego, CA
  8. Guardian LIFE Insurance Company
    Dec 2025 – no end date reportedSan Diego, CA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About PARK Avenue Securities LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Personalized model portfolio recommendations, access to a Park Avenue Securities advisor, periodic rebalancing, no minimum to open a VestWise™ account, and easy 24/7 on-the-go access, with a 0.45% annual fee based on the average daily balance of assets in the account.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Online InvestingModel PortfoliosRetirement PlanningCollege SavingsETFsWrap Fee ProgramRobo-advisoryHuman Advisor Support

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,907
Offices listed on AdvisorFinder:
26
Main office:
New York, NY
SEC file number:
801-58108

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 8, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Cayden Besana has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Adam Cayden Besana (PARK Avenue Securities) | AdvisorFinder