William
Bruckner
Woodstock Wealth Management, Inc
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About this Advisor
William Bruckner is a financial advisor who works in West Palm Beach, Florida with 5 years of industry experience. Bruckner works at Woodstock Wealth Management, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Woodstock Financial Group, Inc. Bruckner holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Woodstock Wealth Management, Inc is an advisory company that has its headquarters in Woodstock, GA. It has offices in 21 locations and a total of 28 advisors. It administers $419 million in total assets between its 2,239 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 2,239 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. Woodstock Wealth Management, Inc offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on the type of services. However, fee types charged by Woodstock Wealth Management, Inc can include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
$418,827,117
28
2,239
$187,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Bruckner Work History
William has been registered as a financial advisor for 5 years.*
Woodstock Financial Group, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Bruckner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodstock Wealth Management, Inc
Woodstock, GA
Mountainside, NJ
West Palm Beach, FL
Woodstock, GA
Woodstock, GA
Woodstock, GA
Woodstock, GA
Erie, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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