Charles Joseph Hodge
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
3 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
10 years in the industry.
- Park Avenue Securities LLCDec 2024 to now
- Guardian Life Insurance CompanyDec 2024 to now
- Equitable Advisors, LLCJul 2024 to Dec 2024
- SFG Wealth ManagementAug 2023 to Dec 2023
- Suny GeneseoAug 2020 to May 2024
- UnemployedSep 2019 to Jul 2020
- Suny Upstate Medical UniversityJun 2019 to Aug 2019
- Cny Gym CentreMar 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MI, NC, NY).
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
- 7800714
- Firm CRD
- 46173