Charles
Bailey
Park Avenue Securities LLC
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About this Advisor
Charles Bailey is a financial advisor who works in Mount Pleasant, South Carolina. Bailey is an advisor for Park Avenue Securities LLC. Over the course of their career, they have held roles at Student, Chatham County Schools, Lowes Home Improvement, Grandfather Golf And Country Club, Pedalin Pig Boone, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Guardian Life Insurance Company and Park Avenue Securities LLC. Bailey has Series 66 and Series 63 licenses, which qualify them as a securities agent, and can operate in South Carolina. Park Avenue Securities LLC is a financial advisory company operating out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 financial advisors. It controls $10 billion in assets among its 57,359 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 accounts, 19% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Park Avenue Securities LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which service is provided. However, fee types charged by Park Avenue Securities LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Charles Bailey Work History
Charles has been registered as a financial advisor for 0 years.*
Guardian Life Insurance Company
Park Avenue Securities LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Pedalin Pig Boone
Northwestern Mutual Life Insurance Company
Student
Grandfather Golf And Country Club
Lowes Home Improvement
Chatham County Schools
Student
Chatham County Schools
Student
Chatham County Schools
Student
Student
*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 Charles Bailey 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
Liberty Hill, TX
Warwick, NY
Buffalo, NY
New York, NY
Allentown, PA
Claremont, CA
Mount Pleasant, SC
Cincinnati, OH
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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