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Brian Andrew Woodland

ESSEX PRIVATE WEALTH MANAGEMENT, LLC·TOPSFIELD, Massachusetts
Unclaimed Profile
7 GROVE STREET, TOPSFIELD, MA 01983CRD# 2263508Firm CRD# 149991
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
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
No disclosures on file
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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Other advisors in TOPSFIELD
James Theodore Barker — BARKER FINANCIAL GROUP, INC.Paul David Fortin — HARBOR ISLAND CAPITAL LLCDavid Edward Bunker — ESSEX FINANCIAL ADVISORS, INC.Peter Earl Mulholland — ESSEX PRIVATE WEALTH MANAGEMENT, LLCShawn Michael Mccarthy — LITTLE HOUSE CAPITAL, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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