Michael Woomer, financial advisor Pittsburgh PA

Michael Woomer

CRD Number: 1993946
Current Firm: Park Avenue Investment Advisory, LLC

Michael Woomer (CRD# 1993946) is an Investment Advisor Representative working at Park Avenue Investment Advisory, LLC in Pittsburgh, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Investment Advisory, LLC Pittsburgh, PA Mar 2022 - Current 2
Guardian Life Insurance Company Pittsburgh, PA Mar 2022 - Current 2
Carnegie Investment Counsel Pittsburgh, PA Apr 2016 - Feb 2022 5
Self Employed Pittsburgh, PA Sep 2015 - Apr 2016 < 1
Fort Pitt Capital Group, Inc. Pittsburgh, PA May 2014 - Sep 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Michael J. Woomer
Phone Number: 800-879-6934
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $261,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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