Lisa
Supple
Woodstock Corporation
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About this Advisor
Lisa Supple is a financial advisor based in Boston, Massachusetts with 5 years of relevant experience. Supple is an advisor for Woodstock Corporation. Supple has gained experience at Laurel Capital Advisors, Llp and Boston Safe / Mellon Bank, N.A. Supple has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Woodstock Corporation is an advisory firm that has its headquarters in Boston, MA. It administers $997 million in assets under management among its 554 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 554 accounts, 56% belong to high-net-worth clients who have greater than $1 million in investable assets. Woodstock Corporation has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely depend on which service is offered. Fees billed by Woodstock Corporation likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodstock Corporation Brokerage Details
$997,076,168
8
554
$1,799,776
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Lisa Supple Work History
Lisa has been registered as a financial advisor for 5 years.*
Laurel Capital Advisors, Llp
Boston Safe / Mellon Bank, 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 Lisa Supple 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 Corporation
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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