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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.

  1. Park Avenue Securities LLCMar 2026 to now
  2. Guardian Life Insurance CompanyMar 2026 to now
  3. Guaridian Life Insurance CompanyMar 2026 to now
  4. Park Avenue SecueitiesMar 2026 to now
  5. Eagle Strategies LLCAug 2024 to Mar 2026
  6. New York Life Insurance CoMay 2024 to Mar 2026
  7. Nylife Securities LLCMay 2024 to Mar 2026
  8. Massmutual Life Insurance CoNov 2023 to Apr 2024
  9. MML Investors Services, LLCNov 2023 to Apr 2024
  10. Equity Services, Inc.Sep 2023 to Oct 2023
  11. National Life GroupAug 2023 to Oct 2023
  12. Samuel Meritt UniversityJun 2023 to Sep 2023
  13. Guardian Life Insurance CompanyNov 2022 to Jun 2023
  14. Park Avenue SecuritiesNov 2022 to Jun 2023
  15. Nylife Securities LLCMar 2022 to Oct 2022
  16. New York Life Insurance CoJan 2022 to Oct 2022
  17. Guardian Life Insurance Company of AmericaFeb 2021 to Dec 2021
  18. Park Avenue SecuritiesFeb 2021 to Dec 2021
  19. Nylife Securities LLCNov 2015 to Jan 2021
  20. 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
Advisor's SEC record (opens in a new tab)
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