Adam
Woolston

Park Avenue Securities LLC

CRD#7131447
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Adam Woolston is a financial advisor based in Salt Lake City, Utah, working with Park Avenue Securities LLC. Adam has previously held positions at E*Trade Securities LLC, Us Bank, University Federal Credit Union, Wells Fargo Bank, Rocky Mountain Transportation/Canyon Transportation, The Church Of Jesus Christ Of Latter-Day Saints, Wells Fargo Clearing Services, Leafguard Of Utah, Zions Bank, Guardian Life Insurance Company, and Park Avenue Securities. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Adam is part of Park Avenue Securities LLC, which operates out of Salt Lake City, Utah. 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 63, 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

756 East Winchester Blvd Suite 304
Salt Lake City, UT 84107

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

UT Average: 88
Total Number of Accounts

62,811

UT Average: 3,892
Average Account Size

$189,164

UT 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

Adam Woolston Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2024 - Present (0 year)

Park Avenue Securities

2024 - Present (0 year)

Guardian Life Insurance Company

2022 - 2023 (1 year)

Wells Fargo Clearing Services

2022 - 2023 (1 year)

Wells Fargo Bank

2021 - 2022 (1 year)

Zions Bank

2020 - 2020 (< 1 year)

E*Trade Securities LLC

2020 - 2020 (< 1 year)

E*Trade Securities LLC

2020 - 2021 (1 year)

Leafguard Of Utah

2019 - 2020 (1 year)

E*Trade Securities LLC

2019 - 2019 (< 1 year)

Us Bank

2017 - 2019 (2 years)

University Federal Credit Union

2016 - 2017 (1 year)

Wells Fargo Bank

2014 - 2016 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

2012 - 2016 (4 years)

Rocky Mountain Transportation/Canyon Transportation

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Disclosures

Please visit the SEC profile of Adam Woolston 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
Patrick Moore
Franklin, TN
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
John Rosser
Greensboro, NC
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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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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