Unclaimed Profile

Michael Abraham Woocher

GENSPRING FAMILY OFFICES, LLC·JUPITER, Florida

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 66CFPClean record24 years registeredGENSPRING FAMILY OFFICES, LLC

150 SOUTH US HIGHWAY 1, JUPITER, FL 33477CRD# 4199887Firm CRD# 109278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Abraham Woocher · JUPITER, FL

Registration

CRD #4199887 · GENSPRING FAMILY OFFICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

HB WEALTH

Apr 2024 – present

ALLIANCEBERNSTEIN L.P.

Aug 2015 – Apr 2024

ATLANTA, GA

GENSPRING FAMILY OFFICES, LLC

Nov 2012 – Jan 2015

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Aug 2011 – Nov 2012

ATLANTA, GA

GENSPRING FAMILY OFFICES, LLC

Jan 2008 – Mar 2011

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Jul 2002 – Jan 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 63

Series 66

Registration record

First registered · July 15, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GFO ADVISORY SERVICES, LLC

CRD 109278 · SEC 801-56752

AUM

$257M

Regulatory assets under management

Employees

11 client accounts

Services offered by GFO ADVISORY SERVICES, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GFO ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Abraham Woocher offer?

Michael Abraham Woocher specializes in Retirement Planning, Fee-Only Advisory. Contact their office in JUPITER, Florida for a consultation.

What are Michael Abraham Woocher's credentials?

Michael Abraham Woocher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Abraham Woocher located?

Michael Abraham Woocher is based in JUPITER, Florida, working with GENSPRING FAMILY OFFICES, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does Michael Abraham Woocher charge for services?

Michael Abraham Woocher's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENSPRING FAMILY OFFICES, LLC?

GENSPRING FAMILY OFFICES, LLC has approximately 11 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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