William C Berger
Financial advisor at Park Avenue Securities LLC · Pinetop, AZ
Last updated 2026-10-10
Claim your profileWilliam C Berger is a financial advisor at Park Avenue Securities LLC in Pinetop, AZ, CRD 1018443. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2001-01-19.
Registration
- CRD number
- 1018443
- Registration status
- Active
- IAPD registration
- 2001-01-19
- Industry Experience
- 25 years
- Work Experience
- 35 years
- States registered
- AZ, CA, CO, ID, MO, NC, NE, NM, NV, OH, PA, UT, VA, WA, WI
Licenses and exams
- Series 63
- Series 65
Designations
- Chartered Financial Consultant
Work history
- 1991-07 to 2021-04 · Guardian Life Insurance Company · New York, NY
- 1999-05 to 2021-04 · Park Avenue Securities LLC · Phoenix, AZ
- 2021-04 to Present · Guardian Life Insurance · Pinetop, AZ
- 2021-04 to Present · Park Avenue Securities · Pinetop, AZ
Current employment
- Park Avenue Securities LLC · New York, NY
Park Avenue Securities LLC
- Regulatory AUM
- $19,575,765,851
- Registered advisors
- 1,908
- Offices
- 997
- Clients per advisor
- 43.0 (Low)
- Average AUM per client
- $238.4K (Low)
- High-net-worth client ratio
- 21.0% (Moderate)
Park Avenue Securities LLC: advisors, services and reported ETF investments
About
William C Berger is a Chartered Financial Consultant financial advisor at Park Avenue Securities LLC in Pinetop, AZ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 25 years of industry experience and 35 years of reported work history. Reported roles include Guardian Life Insurance, Park Avenue Securities, Guardian Life Insurance Company.
SEC disclosures list additional business and community activities: 1) W: Craig berger financial services, ltd; -sale of ins.
Park Avenue Securities LLC's firm-level Form ADV reports 1,908 advisors across 997 offices; approximately 43.0 clients per advisor, average assets per client of $238,386, and regulatory AUM of $19.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $12M across 657 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to William C Berger personally.
Reported ETF positions
Park Avenue Securities reports 657 ETF positions worth $12M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $1.4M |
| IUSB — iShares Core Universal USD Bond ETF | $596K |
| IVW — iShares S&P 500 Growth ETF | $532.1K |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $522.8K |
| IVE — iShares S&P 500 Value ETF | $411.2K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Park Avenue Securities's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $7.3K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $522.8K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $157.4K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $109.3K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Park Avenue Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
Pinetop, AZ
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 1-888-600-4667
- Website: vestwise.com
Official record
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