Byron Woodman (CRD# 4385779) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has over 23 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodman & Eaton, P.c. | Concord, MA | Jul 1980 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
- MA
-
Total Assets Under Management536MILLIONS
-
Total Number of Accounts625ACCOUNTS
-
Average Account Value$856,924
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MA, NH, TX
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