Charles Osivwemu
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
4 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
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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
11 years in the industry.
- Park Avenue Securities LLCMar 2026 to now
- Guardian Life Insurance CompanyMar 2026 to now
- Guaridian Life Insurance CompanyMar 2026 to now
- Park Avenue SecueitiesMar 2026 to now
- Eagle Strategies LLCAug 2024 to Mar 2026
- New York Life Insurance CoMay 2024 to Mar 2026
- Nylife Securities LLCMay 2024 to Mar 2026
- Massmutual Life Insurance CoNov 2023 to Apr 2024
- MML Investors Services, LLCNov 2023 to Apr 2024
- Equity Services, Inc.Sep 2023 to Oct 2023
- National Life GroupAug 2023 to Oct 2023
- Samuel Meritt UniversityJun 2023 to Sep 2023
- Guardian Life Insurance CompanyNov 2022 to Jun 2023
- Park Avenue SecuritiesNov 2022 to Jun 2023
- Nylife Securities LLCMar 2022 to Oct 2022
- New York Life Insurance CoJan 2022 to Oct 2022
- Guardian Life Insurance Company of AmericaFeb 2021 to Dec 2021
- Park Avenue SecuritiesFeb 2021 to Dec 2021
- Nylife Securities LLCNov 2015 to Jan 2021
- New York Life Ins CoOct 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 4 states (CA, ID, NJ, TX).
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
- 6578203
- Firm CRD
- 46173