Charles
Villano

Park Avenue Securities LLC

CRD#2437469
Investment Advisor
in Burlington, WI

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About this Advisor

Charles Villano is a certified financial planner operating in Burlington, Wisconsin with 17 years of relevant experience. Villano is an advisor for Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Guardian Life Insurance, Park Avenue Securities and Guardian Life Insurance Company. Villano has a Series 63 license, qualifying them as a securities agent, and is able to serve investors in Arizona, California, Delaware, District Of Columbia, Illinois, Maryland, Massachusetts, Michigan, New York, North Carolina, Texas, Utah, Washington and Wisconsin. Park Avenue Securities LLC is a financial advisory firm operating out of New York, NY. The firm has offices in 385 locations and a total of 1,825 people on staff. It handles $10 billion in assets under management between its 57,359 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of financial services offered. However, fee types charged by Park Avenue Securities LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 years

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

488 Milwaukee Ave
Burlington, WI 53105

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

WI Average: 88
Total Number of Accounts

57,359

WI Average: 3,892
Average Account Size

$172,819

WI 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

Charles Villano Work History

Charles has been registered as a financial advisor for 17 years.*

2022 - Present (2 years)

Park Avenue Securities

2022 - Present (2 years)

Guardian Life Insurance

2021 - Present (3 years)

Guardian Life Insurance

2021 - Present (3 years)

Park Avenue Securities

2019 - 2021 (2 years)

Guardian Life Insurance Company

2019 - 2021 (2 years)

Park Avenue Securities

2018 - 2019 (1 year)

Guardian Life Insurance

2018 - 2019 (1 year)

Park Avenue Securities

2017 - 2019 (2 years)

Guardian Life Insurance

2017 - 2019 (2 years)

Park Avenue Securities

2009 - 2017 (8 years)

Guardian Life Insurance Co Of America

2009 - 2017 (8 years)

Park Avenue Securities LLC

*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 Villano 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

Matthew Shipman
San Diego, CA
Thomas Avitabile
Flushing, NY
Robert Wilson
Cincinnati, OH
Jimmy Lewis
Mount Pleasant, SC
Travis Winder
Appleton, WI
Shane Davis
Allentown, PA
Tony Wong
Flushing, NY
Samuel Katz
Scarsdale, NY

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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