Charles E Woodbury

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

• 11/2008 → 06/2019
  Guardian Life Insurance Co Of America
  Sparks, MD
• 11/2008 → 06/2019
  Park Avenue Securities Llc
  Sparks, MD
• 06/2019 → Present
  Guardian Life Insurance
  Hunt Valley, MD
• 06/2019 → Present
  Park Avenue Securities
  Hunt Valley, MD
• 05/2024 → Present
  Guardian Life Insurance Company
  Towson, MD
• 06/2024 → Present
  Park Avenue Securities
  Towson, MD

Other Businesses

1. Towson United Methodist Church Stewardship Committee Member, Stewardship Committee Start: 04/01/2016 Address: 201 Hampton Lane Towson, Maryland 21286, Hrs per month - Tot/Bus: 3/2, Not investment related, 2. Chairman, Member, Planned Giving Committee, Towson United Methodist Church Organizing a Planned Giving Education Program for the congregation of the Church Start: 07/01/2017 Address: 501 Hampton Lane Towson, Maryland 21286, Hrs per month - Tot/bus: 3/2, Not investment related, 3. Non-Guardian Brokerage Business I write brokerage business for life, disability,long term care, and annuity products that are not available in Guardian's product portfolio. Start: 01/01/2010 Address: Executive Plaza 3, Suite 202 11350 McCormick Road Hunt Valley, MD 21031, Hrs per month - tot/bus: 10/5, Investment related, 4. Personal Representative for Estate of Margaret Donovan, Start Date: 1/2/2026, Nature: Personal Representative for estate, Address: 945 Starbit Road, Towson, Maryland, 21286, Duties: Inventory her assets, sell her home, notify individuals named in will, 15 total hours per month; 15 during securities trading hours, Investment Related,

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-28
• S63 Uniform Securities Agent State Law Examination
  1985-10-11

Designations

• Chartered Financial Consultant

Other Names

• Charles Elliot Woodbury