Woodstock Corporation

Woodstock Corporation (CRD# 110662) is a financial advisory firm headquartered in Boston, MA. They manage $921,700,349 in 547 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    922
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $1,685,010
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
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NY, RI, 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
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 35 years of experience in the finance industry.

3
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 22 years of experience in the finance industry.

4
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 30 years of experience in the finance industry.

5
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 34 years of experience in the finance industry.

6
David M. Layden
CRD#: 7461514
101 Arch Street, Suite 1000, Boston, MA 02110

David Layden (CRD# 7461514) is an Investment Advisor Representative working at Woodstock Corporation in Boston, MA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.