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Adrian Gregory Davies

WOODSTOCK CORPORATION·BOSTON, Massachusetts
Clean record12 years registeredWOODSTOCK CORPORATION
101 ARCH STREET, BOSTON, MA 02110CRD# 6219281Firm CRD# 110662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adrian Gregory Davies · BOSTON, MA
Registration
CRD #6219281 · WOODSTOCK CORPORATION · 12 years registered
Brand Profile
Not yet started
01

Career History

WOODSTOCK CORPORATION
Jul 2014 – present
02

Registrations & Exams

Registration record
First registered · July 14, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOODSTOCK CORPORATION
CRD 110662 · SEC 801-4782
AUM
$1.1B
Regulatory assets under management
Employees
8
560 client accounts
Services offered by WOODSTOCK CORPORATION
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WOODSTOCK CORPORATION →
Introduction

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05

Frequently Asked Questions

What services does Adrian Gregory Davies offer?
Adrian Gregory Davies specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Adrian Gregory Davies's credentials?
Adrian Gregory Davies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adrian Gregory Davies located?
Adrian Gregory Davies is based in BOSTON, Massachusetts, working with WOODSTOCK CORPORATION. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Adrian Gregory Davies charge for services?
Adrian Gregory Davies's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODSTOCK CORPORATION?
WOODSTOCK CORPORATION has approximately 8 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOODSTOCK CORPORATION

David Bigelow Crocker
BOSTON, MA

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Research
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