Christopher
Castleman

Park Avenue Securities LLC

CRD#7726927
Investment Advisor
in Charlotte, NC

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About this Advisor

Christopher Castleman is a financial advisor based in Charlotte, North Carolina, working with Park Avenue Securities LLC. Christopher has previously held positions at Guardian Life Insurance Company, Honeywell, GE Aviation, Park Avenue Securities LLC, and Park Avenue Securities. Christopher has passed the Series 66 regulatory exam and is registered to provide services in California, Illinois, North Carolina, Oregon, Pennsylvania, and Virginia. Currently, Christopher is part of Park Avenue Securities LLC, which operates out of Charlotte, North Carolina. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

Office Location

Charlotte, NC

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

NC Average: 88
Total Number of Accounts

62,811

NC Average: 3,892
Average Account Size

$189,164

NC Average: $1,917,921

Investment Advisory Services

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

Christopher Castleman Work History

2024 - Present (0 year)

Park Avenue Securities LLC

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2023 - Present (1 year)

Guardian Life Insurance Company

2021 - 2022 (1 year)

Honeywell

2012 - 2021 (9 years)

Ge Aviation

Disclosures

Please visit the SEC profile of Christopher Castleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Daniel Andreotta
Charlotte, NC
John Rosser
Greensboro, NC
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Trevor Mcnally
Port Chester, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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