Woodstock Wealth Management, Inc.

Woodstock Wealth Management, Inc. (CRD# 283472) is a financial advisory firm headquartered in Woodstock, GA. They manage $418,827,117 in 2,239 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    2,239
    ACCOUNTS
  • Average Account Value
    $187,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA

Financial Advisors at Woodstock Wealth Management, Inc.
Showing 1 - 10 of 26 top financial advisors.
1
Ruth A. Barrios
CRD#: 2747022
250 River Park North Drive, Woodstock, GA 30188

Ruth Barrios (CRD# 2747022) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 15 years of experience in the finance industry.

2
Anthony D. Branca
CRD#: 1178639
250 River Park North Drive, Woodstock, GA 30188

Anthony Branca (CRD# 1178639) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 33 years of experience in the finance industry.

3
William Bruckner
CRD#: 5754875
515 N. Flagler Drive, Suite P-300, West Palm Beach, FL 33401

William Bruckner (CRD# 5754875) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in West Palm Beach, FL and has over 14 years of experience in the finance industry.

4
Ross E. Bruner
CRD#: 1208249
13467 E Summit Dr, Scottsdale, AZ 85259

Ross Bruner (CRD# 1208249) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Scottsdale, AZ and has over 41 years of experience in the finance industry.

5
Danny L. Butcher
CRD#: 5658438
415 Church Street, Apt 2302, Nashville, TN 37219

Danny Butcher (CRD# 5658438) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Nashville, TN and has over 14 years of experience in the finance industry.

6
Nicholas R. Casatelli
CRD#: 6777433
12258 Queenston Blvd, Suite F, Houston, TX 77095

Nicholas Casatelli (CRD# 6777433) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

7
Paul M. Cerrato
CRD#: 5471327
Hingham, MA

Paul Cerrato (CRD# 5471327) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Hingham, MA and has over 16 years of experience in the finance industry.

8
Dawne A. Ferland
CRD#: 2893989
Union, KY

Dawne Ferland (CRD# 2893989) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Union, KY and has over 26 years of experience in the finance industry.

9
Scott D. Fessler
CRD#: 2689471
97 Main Street, East Rocaway, NY 11518

Scott Fessler (CRD# 2689471) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in East Rocaway, NY and has over 28 years of experience in the finance industry.

10
Patrick J. Fitzsimmons
CRD#: 1098965
1001 State Street, Suite 1400, Erie, PA 16501

Patrick Fitzsimmons (CRD# 1098965) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Erie, PA and has over 30 years of experience in the finance industry.

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