Michael
Woomer

Park Avenue Investment Advisory, LLC

CRD#1993946
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Michael Woomer is a financial advisor based out of Pittsburgh, Pennsylvania, who has been in the financial industry for 14 years. Woomer is on the advisory team at Park Avenue Investment Advisory, LLC. Throughout their career, they have worked at American United Life, Oneamerica Securities, Fort Pitt Capital Group, Inc, Carnegie Investment Counsel, Park Avenue Investment Advisory, LLC and Guardian Life Insurance Company. Woomer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Park Avenue Investment Advisory, LLC is a financial advisory business operating out of Pittsburgh, Pennsylvania. The investment advisory business has offices in two locations and a total of 89 people on staff. It manages $44 million in total assets between its 170 client accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 170 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually are based on which service is provided. However, fees billed by Park Avenue Investment Advisory, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

244 Boulevard Of The Allies
Pittsburgh, PA 15222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Park Avenue Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$44,442,493

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

89

PA Average: 88
Total Number of Accounts

170

PA Average: 3,892
Average Account Size

$261,426

PA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Michael Woomer Work History

Michael has 14 years of experience.

2022 - Present (1 year)

Park Avenue Investment Advisory, LLC

2022 - Present (1 year)

Guardian Life Insurance Company

2016 - 2022 (6 years)

Carnegie Investment Counsel

2014 - 2015 (1 year)

Fort Pitt Capital Group, Inc

2008 - 2014 (6 years)

American United Life

2008 - 2014 (6 years)

Oneamerica Securities

Disclosures

Michael Woomer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Investment Advisory, LLC

Michael Woomer
Pittsburgh, PA
Sandra Nies
Chicago, IL
Norman Cone
Paso Robles, CA
Kathleen Hoffman
Paso Robles, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started