Keith Smith

Financial advisor at Park Avenue Securities LLC · Fort Myers, FL

Last updated 2026-10-10

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Keith Smith is a financial advisor at Park Avenue Securities LLC in Fort Myers, FL, CRD 6947626. Licenses and exams on the registration: Series 66. IAPD registration began 2026-09-01.

Registration

CRD number
6947626
Registration status
Active
IAPD registration
2026-09-01
Industry Experience
0 years
Work Experience
11 years
States registered
FL, MD, PA

Licenses and exams

  • Series 66

Work history

  • 2024-09 to 2024-12 · Alliance Financial Group · Fort Myers, FL
  • 2023-03 to 2024-09 · Instride Health · Boston, MA
  • 2020-12 to 2023-03 · Lee Health · Fort Myers, FL
  • 2015-08 to 2019-06 · University of Central Florida · Orlando, FL
  • 2019-06 to 2020-12 · Graybar Electric · Charleston, SC
  • 2024-12 to Present · Guardian Life Insurance Company · Fort Myers, FL
  • 2024-12 to Present · Park Avenue Securities · Fort Myers, FL

Current employment

SEC IAPD record for Keith Smith

Park Avenue Securities LLC

Regulatory AUM
$19,575,765,851
Registered advisors
1,908
Offices
997
Clients per advisor
43.0 (Low)
Average AUM per client
$238.4K (Low)
High-net-worth client ratio
21.0% (Moderate)

Park Avenue Securities LLC: advisors, services and reported ETF investments

About

Keith Smith is a financial advisor at Park Avenue Securities LLC in Fort Myers, FL. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.

Park Avenue Securities LLC's firm-level Form ADV reports 1,908 advisors across 997 offices; approximately 43.0 clients per advisor, average assets per client of $238,386, and regulatory AUM of $19.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $12M across 657 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Keith Smith personally.

Reported ETF positions

Park Avenue Securities reports 657 ETF positions worth $12M on Form 13F; the largest are listed.

Largest ETF positions reported by Park Avenue Securities
FundReported value
IVV — iShares Core S&P 500 ETF$1.4M
IUSB — iShares Core Universal USD Bond ETF$596K
IVW — iShares S&P 500 Growth ETF$532.1K
DYNF — iShares U.S. Equity Factor Rotation Active ETF$522.8K
IVE — iShares S&P 500 Value ETF$411.2K

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Park Avenue Securities LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency

Location

14021 Metropolis Ave., Fort Myers, FL 33912

22 advisors at this office.

Park Avenue Securities office in Fort Myers, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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