Brian Woodland (CRD# 2263508) is an Investment Advisor Representative working at Essex Private Wealth Management, LLC in Topsfield, MA and has over 30 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boulder Canyon LLC | Topsfield, MA | Nov 2023 - Current | < 1 |
| Ipswich Brewery Partners | Topsfield, MA | Mar 2019 - Current | 5 |
| Founders Circle LLC | Topsfield, MA | Oct 2014 - Current | 9 |
| Huntwicke Financial, Inc. (f/k/a Magnolia Lane Financial) | Topsfield, MA | Jan 2014 - Current | 10 |
| Huntwicke Capital Group | Topsfield, MA | Mar 2009 - Current | 15 |
| Essex Private Wealth Management, Llc (f/k/a Huntwicke Advisors) | Topsfield, MA | Mar 2009 - Current | 15 |
| Huntwicke Securities, Llc (f/k/a Phalanx Trading, Llc) | Topsfield, MA | Feb 2008 - Current | 16 |
| Riversky Realty Partners LLC | Topsfield, MA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- MA
-
Total Assets Under Management260MILLIONS
-
Total Number of Accounts709ACCOUNTS
-
Average Account Value$367,188
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, MA, ME, NH, NY, PA, TX, VT
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