Adviser and broker representative · Park Avenue Securities LLC
Charles E. Woodbury
CRD 1404657 · Hunt Valley, MD
At a glance
Charles E. Woodbury is an investment adviser representative with Park Avenue Securities LLC in Hunt Valley, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2001, about 25 years ago. Charles is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Park Avenue Securities LLCSince January 2001Hunt Valley, MD · $20B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Park Avenue Securities LLC
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- Caroline A. MichaelsHunt Valley
- Stephen E. Norris Jr.Hunt Valley · Certified Financial Planner
- Genevieve S. PaeglowHunt Valley
- Gordon B. SmithHunt Valley · Chartered Financial Consultant
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