William S Hage

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → 10/2017
  Guardian Life Insurance Company Of America
  San Diego, CA
• 01/2005 → 10/2017
  Park Avenue Securities
  San Diego, CA
• 10/2017 → 10/2021
  Guardian Life Insurance Company
  La Jolla, CA
• 10/2017 → 10/2021
  Park Avenue Securities
  La Jolla, CA
• 10/2021 → Present
  Guardian Life Insurance Company
  San Diego, CA
• 10/2021 → Present
  Park Avenue Securities
  San Diego, CA
• 06/2024 → Present
  Guardian Life Insurance Company
  San Diego, CA
• 06/2024 → Present
  Guardian Life Insurance Company
  San Diego, CA

Other Businesses

1) Board Member - Peninsula YMCA, assist in buildings and maintenance to ensure that the grounds are maintained to support its members, Start: 10/01/2012, Address: 4390 Valeta Street San Diego, CA 92107, 3 total hours per month, 0 during securities trading hours, Not investment related, No annual compensation, 2) Insurance-licensed with various carriers to offer, Life, Disability, Long Term Care insurance, and health insurance, Start: 01/01/2003, Address: 3111 Camino Del Rio N, Suite 1150 San Diego, CA 92108, 5 total hours per month, 5 during securities trading hours, Investment related, Less than 10% annual compensation, 3) Boy Scouts of America San Diego Imperial Council-Board Member, Start: 05/15/2017, Address: 41207 Upas St. San Diego, CA 9203, 3 total hours per month, 3 during securities trading hours, Not investment related, No annual compensation, 4) Trustee for financial matters for Parents, Start: 09/01/2020, Address: 3510 Elliott St San Diego, CA 92106, 2 total hours per month, 0 during securities trading hours, Not Investment related, No annual compensation, 5) President, R&A-men's mentoring group, Start: 05/01/2022, Address: 5505 Caminito Mundano, San Diego, CA 92130, 2 total hours per month, 0 during securities trading hours, Not Investment related, No annual compensation, 6) President-San Diego Rotary Club, Nature of Business: Rotary club, Start date: 07/01/2026, Address: 2247 San Diego Avenue, Suite 233 San Diego, CA 92110-2943, Duties: Help with guiding the future of the club and non-profit activities. In charge of managing committees. Vote on resolutions of the club, 5 total hours per month; 2 during securities trading hours, Not investment related, Start: 7/1/2025, Address: 3 total hours per month, 2 during securities trading hours Not Investment related, No annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-14
• S63 Uniform Securities Agent State Law Examination
  2005-11-03

Other Names

• William Scofield Hage