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).
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Total Assets Under Management419MILLION
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Total Number of Accounts2,239ACCOUNTS
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Average Account Value$187,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.