William
Chatham

Park Avenue Securities LLC

CRD#1217514
Investment Advisor
in Sacramento, CA
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About this Advisor

William Chatham is an investment advisor whose office is in Sacramento, California. Currently an advisor with Park Avenue Securities LLC, Chatham has a notable 36 years of professional experience as a financial advisor. Chatham has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Chatham can work with customers in Arizona, Utah, California, Idaho and Nevada. Their career trajectory has included roles at Park Avenue Securities LLC, The Guardian Life Insurance Company Of A, Chatham Relles, Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC is headquartered in Sacramento, California, and has 86 additional brick-and-mortar locations across the country. As a company, Park Avenue Securities LLC manages $3 billion in assets across 18,575 client accounts and employs more than 1,708 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in 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 63, Series 65, Chartered Financial Consultant

Years of Experience

36 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

William Chatham Work History

William has 36 years of experience.

2018 - Present (1 year)

Park Avenue Securities

2018 - Present (1 year)

Guardian Life Insurance Company

1999 - Present (20 years)

Park Avenue Securities LLC

1982 - Present (37 years)

The Guardian Life Insurance Company Of A

1982 - Present (37 years)

Chatham Relles

Disclosures

William Chatham has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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