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Brian Andrew Woodland

ESSEX PRIVATE WEALTH MANAGEMENT, LLC·TOPSFIELD, Massachusetts
Clean recordESSEX 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Andrew Woodland is a registered financial advisor based in TOPSFIELD, Massachusetts, affiliated with ESSEX PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ESSEX PRIVATE WEALTH MANAGEMENT, LLC
ESSEX PRIVATE WEALTH MANAGEMENT, LLC
AUM
$260M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ESSEX PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2263508
Firm CRD# 149991
View on FINRA BrokerCheck →

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05

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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Peter Earl Mulholland
TOPSFIELD, MA

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Research
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