Woodstock Corporation

Woodstock Corporation (CRD# 110662) is a financial advisory firm headquartered in Boston, MA. They manage $608,745,203 in 468 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    609
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $1,300,738
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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.

CA, MA, NH, TX

Financial Advisors at Woodstock Corporation
Showing 1 - 4 of 4 top financial advisors.
1
Lawrence S. Foster
CRD#: 3090482
27 School Street, Suite 200, Boston, MA 02108
102
Wealthminder
score

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.

2
Thomas C. Stakem
CRD#: 2440509
27 School Street, Suite 200, Boston, MA 02108
96
Wealthminder
score

Thomas Stakem (CRD# 2440509) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has over 22 years of experience in the finance industry.

3
Adrian G. Davies
CRD#: 6219281
27 School Street, Suite 200, Boston, MA 02108
90
Wealthminder
score

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.

4
Lawrence F. Dooley
CRD#: 2376082
27 School Street, Suite 200, Boston, MA 02108
90
Wealthminder
score

Lawrence Dooley (CRD# 2376082) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has 1 year of experience in the finance industry.

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