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Russell Eugene Wood

SG FINANCIAL ADVISORS, LLC·SANDY SPRINGS, Georgia
Clean record20 years registeredSG FINANCIAL ADVISORS, LLC
333 SANDY SPRINGS CIRCLE, N.E., SANDY SPRINGS, GA 30328CRD# 5024082Firm CRD# 133824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Eugene Wood · SANDY SPRINGS, GA
Registration
CRD #5024082 · SG FINANCIAL ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

NICHOLAS HOFFMAN & COMPANY, LLC
Jan 2026 – present
WOOD FAMILY WEALTH ADVISORY, LLC
Jul 2023 – Dec 2025
POWDER SPRINGS, GA
HOMRICH BERG
Nov 2021 – Mar 2023
Sandy Springs, GA
HOMRICH BERG
Jan 2021 – Nov 2021
Sandy Springs, GA
SG FINANCIAL ADVISORS, LLC
Sep 2005 – Jan 2021
ATLANTA, GA
02

Registrations & Exams

Registration record
First registered · September 2, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SG FINANCIAL ADVISORS, LLC
CRD 133824 · SEC 801-67524
AUM
$388M
Regulatory assets under management
Employees
4
976 client accounts
Services offered by SG FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SG FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Russell Eugene Wood offer?
Russell Eugene Wood specializes in Financial Planning, Investment Management. Contact their office in SANDY SPRINGS, Georgia for a consultation.
What are Russell Eugene Wood's credentials?
Russell Eugene Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Eugene Wood located?
Russell Eugene Wood is based in SANDY SPRINGS, Georgia, working with SG FINANCIAL ADVISORS, LLC. Their office serves clients in the SANDY SPRINGS metropolitan area and surrounding communities.
How does Russell Eugene Wood charge for services?
Russell Eugene Wood's firm is compensated through percentage of aum, subscription fees, other: financial planning fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SG FINANCIAL ADVISORS, LLC?
SG FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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