Charles Grotyohann
Investment adviser representative at Park Avenue Securities LLC
5 yearsExperience
16 statesRegistered in
ChFC®, CFP® certificationDesignations
$19.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
5 years in the industry.
- Guardian Life InsuranceSep 2016 to now
- Park Avenue Securities LLCSep 2004 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 16 states (AZ, CA, FL, GA, IN, KY, MD, MI, NC, NJ, NM, NY, PA, SC, VA, VT).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1860445
- Firm CRD
- 46173