Gwendolyn
Chatham

Park Avenue Securities LLC

CRD#1087730
Investment Advisor
in Sacramento, CA
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About this Advisor

Gwendolyn Chatham is a certified financial planner in Sacramento, California. Currently an investment advisor with Park Avenue Securities LLC, Chatham has a notable 26 years of work experience in the financial advisory industry. Chatham holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Chatham is able to work with investors in Arizona, Arkansas, Idaho, California, Delaware, Florida, Hawaii, Missouri, Nevada, South Dakota, Utah and Washington. Over the course of their career, Chatham has held roles at Guardian Investor Services Corporation, Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC is located in Sacramento, California, and has 86 offices in the country. In total, Park Avenue Securities LLC manages $3 billion in assets dispersed across 18,575 accounts and retains more than 1,708 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

20 Bicentennial Circle Suite 100
Sacramento, CA 95826

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

CA Average: $7,464,549,021
Total Number of Employees

1,777

CA Average: 88
Total Number of Accounts

25,160

CA Average: 3,892
Average Account Size

$159,876

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Gwendolyn Chatham Work History

Gwendolyn has 26 years of experience.

2018 - Present (1 year)

Park Avenue Securities

2018 - Present (1 year)

Guardian Life Insurance Company

1999 - Present (20 years)

Guardian Life Insurance Company

1999 - Present (20 years)

Park Avenue Securities

1992 - Present (27 years)

Guardian Investor Services Corporation

Disclosures

Gwendolyn Chatham has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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