Woodstock Corporation

Woodstock Corporation (CRD# 110662) is a financial advisory firm headquartered in Boston, MA. They manage $624,156,185 in 453 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    624
    MILLION
  • Total Number of Accounts
    453
    ACCOUNTS
  • Average Account Value
    $1,377,828
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY, TX

Financial Advisors at Woodstock Corporation
Showing 1 - 6 of 6 top financial advisors.
1
Adrian G. Davies
CRD#: 6219281
101 Arch Street, Suite 1000, Boston, MA 02110

Adrian Davies (CRD# 6219281) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has 1 year of experience in the finance industry.

2
Lawrence S. Foster
CRD#: 3090482
Boston, MA 02108

Lawrence Foster (CRD# 3090482) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has 28 years of experience in the finance industry.

3
Maureen J. Murphy
CRD#: 733160
101 Arch Street, Suite 1000, Boston, MA 02110

Maureen Murphy (CRD# 733160) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has over 32 years of experience in the finance industry.

4
Robert B. Sanders
CRD#: 4301206
101 Arch Street, Suite 1000, Boston, MA 02110

Robert Sanders (CRD# 4301206) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has over 19 years of experience in the finance industry.

5
Thomas C. Stakem
CRD#: 2440509
101 Arch Street, Suite 1000, Boston, MA 02110

Thomas Stakem (CRD# 2440509) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has over 26 years of experience in the finance industry.

6
Lisa M. Supple
CRD#: 1981654
101 Arch Street, Suite 1000, Boston, MA 02110

Lisa Supple (CRD# 1981654) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has over 30 years of experience in the finance industry.

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