Kenneth E Davis
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.
Kenneth E. Davis is an investment adviser representative with PARK Avenue Securities LLC in Needham, MA, where they have been registered since 2006. They have worked in the securities industry since 1981 and have been registered with 3 firms, including Guardian Investor Services Corporation and Commonwealth Equity Services, Inc. They have passed 5 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 Massachusetts, New Hampshire, and Oregon.
Office
Advisors at this office: 63
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, New Hampshire, Oregon
- Broker:
8 states and territories
Colorado, Florida, Massachusetts, New Hampshire, New York, Oregon, Rhode Island, 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.
- Guardian LIFE INS. Co.Apr 1977 – no end date reportedNeedham, MA
- PARK Avenue Securities LLCMay 1999 – no end date reportedNeedham, MA
Official records & sources
Data as of August 9, 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. Kenneth E Davis 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.
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