Joseph Gass
Investment Adviser Representative at PARK Avenue Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Gass is an investment adviser representative with PARK Avenue Securities LLC in Port Saint Lucie, FL, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Nylife Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, Illinois, New Hampshire, Oklahoma, and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Illinois, New Hampshire, Oklahoma, Texas
- Broker:
6 states and territories
Florida, Illinois, New Hampshire, Oklahoma, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Open Kitchen CafeMay 2016 – Dec 2016Boca Raton, FL
- Florida Atlantic UniversityJul 2016 – Dec 2017Boca Raton, FL
- DG Accounting, IncJan 2018 – Mar 2018Sunrsie, FL
- Ballymaloe Cookery CollegeApr 2018 – Jul 2018Shanagarry
- DG Accounting, IncAug 2018 – Feb 2021Sunrise, FL
- The Cook and The CorkSep 2018 – Nov 2020Coral Springs, FL
- New York Life Insurance CoMar 2021 – Sep 2024Sunrise, FL
- Nylife Securities LLCJan 2022 – Sep 2024Sunrise, FL
- Guardian LIFE Insurance CompanySep 2024 – no end date reportedSunrise, FL
- Guardian LIFE Insurance CompanySep 2024 – no end date reportedPort Saint Lucie, FL
- PARK Avenue SecuritiesOct 2024 – no end date reportedSunrise, FL
- PARK Avenue SecuritiesOct 2024 – no end date reportedPort Saint Lucie, FL
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.
Client types the firm serves
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 profileOther advisors at PARK Avenue Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Gass 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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