Michael
Woomer

Park Avenue Investment Advisory, LLC

CRD#1993946
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Michael Woomer is a financial advisor based out of Pittsburgh, Pennsylvania with 1 year of relevant experience. Woomer is on the advisory team at Park Avenue Investment Advisory, LLC. Their career trajectory has included roles 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 maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Park Avenue Investment Advisory, LLC is an advisory firm that has its headquarters in New York, NY. It has offices in five locations and a total of 75 employees. It handles $97 million in total assets among its 329 customer accounts, making it one of the smaller firms in the country by assets under management. Of its 329 accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. Park Avenue Investment Advisory, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Park Avenue Investment Advisory, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Office Location

244 Boulevard Of The Allies
Pittsburgh, PA 15222

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Park Avenue Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$97,057,291

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

75

PA Average: 88
Total Number of Accounts

329

PA Average: 3,892
Average Account Size

$295,007

PA Average: $1,917,921

Investment Advisory Services

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

Michael Woomer Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Park Avenue Investment Advisory, LLC

2022 - Present (2 years)

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Woomer 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 Investment Advisory, LLC

Norman Cone
Paso Robles, CA
Chad Warmbein
Pittsburgh, PA
Haley Nguyen
Houston, TX
Michelle Borawski
Saint Louis, MO
John Warren-Aliff
Charlotte, NC
Benjamin Fuentez
San Diego, CA
Michael Woomer
Pittsburgh, PA
Anne Crabbe
Paso Robles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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