linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael James Woomer

Park Avenue Investment Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael James Woomer

Michael James Woomer is a Registered Investment Advisor Representative who has been in the securities industry since 1994. Michael is currently registered with Park Avenue Investment Advisory, LLC and is located in Pittsburgh, Pennsylvania. Michael has a Series 7, Series 63, and Series 65 license. Michael has previously worked for ONEAMERICA SECURITIES, INC., CHARLES SCHWAB & CO., INC., and CIGNA FINANCIAL ADVISORS,INC.. Michael specializes in financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Michael Woomer is currently registered with Park Avenue Investment Advisory, LLC. Park Avenue Investment Advisory, LLC is a New York-based investment advisory firm with 70 employees and $75,377,994 in regulatory assets under management. They provide financial planning, portfolio management for individuals, and selection of other advisers to clients including high-net-worth individuals, and individuals other than high-net-worth individuals. The firm also participates in a wrap fee program.
Park Avenue Investment Advisory, LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$75.38M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Woomer’s Registration & Firm History

PA

03/03/2022 - Present

Park Avenue Investment Advisory, LLC (Pittsburgh PA)

IN

12/10/2008 - 05/27/2014

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

MA

07/16/1998 - 11/12/2007

CHARLES SCHWAB & CO., INC. (BOSTON MA)

PA

04/15/1994 - 02/28/1997

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

Not sure if Michael James Woomer is right for you?

Licenses & Designations

IA

Issued 04/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Woomer.
Not sure if Michael James Woomer is right for you?