Unclaimed Profile

Brian Andrew Woodland

ESSEX PRIVATE WEALTH MANAGEMENT, LLC·TOPSFIELD, Massachusetts

SIE, Series 7, Series 8, Series 9, Series 10, Series 14, Series 22, Series 24, Series 63, Series 65, Series 79TO, Series 99TOClean record20 years registeredESSEX PRIVATE WEALTH MANAGEMENT, LLC

7 GROVE STREET, TOPSFIELD, MA 01983CRD# 2263508Firm CRD# 149991

Profile Verification

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

Identity

Brian Andrew Woodland · TOPSFIELD, MA

Registration

CRD #2263508 · ESSEX PRIVATE WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ESSEX PRIVATE WEALTH MANAGEMENT LLC

Sep 2009 – present

HUNTWICKE SECURITIES, LLC

Oct 2008 – present

WOODLAND ASSET MANAGEMENT, LLC

Apr 2006 – Jul 2008

TOPSFIELD, MA

WINSLOW, EVANS & CROCKER, INC.

Dec 2005 – Apr 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 14

Series 22

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · December 9, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ESSEX PRIVATE WEALTH MANAGEMENT, LLC

CRD 149991 · SEC 801-108702

AUM

$260M

Regulatory assets under management

Employees

709 client accounts

Services offered by ESSEX PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ESSEX PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Andrew Woodland offer?

Brian Andrew Woodland specializes in Financial Planning, Investment Management. Contact their office in TOPSFIELD, Massachusetts for a consultation.

What are Brian Andrew Woodland's credentials?

Brian Andrew Woodland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Andrew Woodland located?

Brian Andrew Woodland is based in TOPSFIELD, Massachusetts, working with ESSEX PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the TOPSFIELD metropolitan area and surrounding communities.

How does Brian Andrew Woodland charge for services?

Brian Andrew Woodland's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ESSEX PRIVATE WEALTH MANAGEMENT, LLC?

ESSEX PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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