LPL Financial
47yrs
Top advisor by experience in San Diego
24yrs
Bryan Wilczewski
Financial advisor at Park Avenue Securities
Bryan Wilczewski is a fiduciary financial advisor in San Diego, California, with 24 years in the industry. Bryan joined Park Avenue Securities in 2025, after a year at Xypn Sapphire and four years at Householder Group Estate & Retirement Specialists. Bryan’s designations include CFP® and ChFC.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 71% of advisors at Park Avenue Securities
OfficeSan Diego, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowPark Avenue Securities LLCCurrent firm
- Apr 2024 – May 2025Xypn SapphirePreviously
- 2020 – 2023Householder Group Estate & Retirement SpecialistsPreviously
- 2017 – 2020Edward JonesPreviously
- Apr 2016 – May 2016Dimensional Fund Advisors LPPreviously
- Oct 2011 – Jan 2013MerrillPreviously
- 2007 – 2011Managed Account Advisors LLCPreviously
- May 2007 – Jul 2007MerrillPreviously
Earlier career (1 more)
- 2002 – 2007Lord, Abbett & Co. LLCPreviously
Contact Bryan
San Diego, CAOffice · Get directions Firm main line(888) 600-4667Headquarters: Park Avenue Securities · New York, NYIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryan
How do I contact Bryan?
Call Park Avenue Securities at (888) 600-4667 and ask for Bryan Wilczewski. Bryan works from the San Diego, CA office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2002, about 24 years. More experience than 71% of advisors at Park Avenue Securities.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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