DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)47 years in industry

AMY S LAMPERT

Advisor at PARK AVENUE SECURITIES LLC

Chestnut Hill, MA | NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd042edc-15e1-6134-76b9-ecd29fe576cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PARK AVENUE SECURITIES LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 25, 1979earliest registration or exam on IAPD
Years in industry: 47derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 8
Exams: S65|S63
First exam: Jul 25, 1979
First registration: Mar 28, 2005
Dual registered: yes, broker-dealer
Other names: AMY SUSAN BLUMENTHAL|AMY SUSAN LAMPERT
IAPD individual key: 301248

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Apr 25, 2011	n/a	yes	NEEDHAM, MA\|Chestnut Hill, MA	Current employment
THE LAMPERT ADVISORY GROUP	n/a	Mar 19, 2010	Apr 6, 2026	no	n/a	Previous registration
SENTINEL PENSION ADVISORS, LLC.	Institutional manager	Jan 12, 2006	Dec 24, 2008	no	WAKEFIELD, MA	Previous registration
THE LAMPERT ADVISORY GROUP	n/a	Mar 28, 2005	Feb 4, 2009	no	CHESTNUT HILL, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE LAMPERT ADVISORY GROUP	PARK AVENUE SECURITIES LLC	Apr 6, 2026	Apr 25, 2011	-5,460	Firm change after gap	Other
THE LAMPERT ADVISORY GROUP	SENTINEL PENSION ADVISORS, LLC.	Feb 4, 2009	Jan 12, 2006	-1,119	Firm change after gap	Other
SENTINEL PENSION ADVISORS, LLC.	THE LAMPERT ADVISORY GROUP	Dec 24, 2008	Mar 19, 2010	450	Firm change after gap	Other

Relationships

Registered with (3)

→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: current employment
Apr 25, 2011 to presentfactForm ADV
→ THE LAMPERT ADVISORY GROUPRegistered adviserregistration: previous registration
Mar 19, 2010 to Apr 6, 2026factForm ADV
→ SENTINEL PENSION ADVISORS, LLC.Registered adviserregistration: previous registration
Jan 12, 2006 to Dec 24, 2008factForm ADV

Dated events

Occurred
Apr 6, 2026
Advisor changed firm
Amy S Lampert left The Lampert Advisory Group for Park Avenue Securities Llc (registered 2011-04-25)
Form ADVobserved 4 days ago