Marybeth Garry

Woodstock Wealth Management, INC.

40 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Woodstock Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,538 clients

Average Client Portfolio

$410K average

Assets Under Management

$629.9M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

250 River Park North Drive, Woodstock, GA, 30188

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Woodstock Wealth Management, INC.

December 2019 - Present · 6 yrs 2 mos

Previous Registrations

Woodstock Financial Group, INC.Broker

September 2011 - December 2019 · 8 yrs 3 mos

Capitol Securities Management, INC.Broker

August 2008 - October 2011 · 3 yrs 2 mos

The Concord Equity Group, LLCBroker

January 2002 - August 2008 · 6 yrs 7 mos

J.J.B. Hilliard, W.L. Lyons, INC.Broker

December 1999 - January 2002 · 2 yrs 1 mo

Atlantic Group Securities, INC.Broker

September 1997 - December 1999 · 2 yrs 3 mos

Rickel & Associates, INC.Broker

May 1989 - August 1997 · 8 yrs 3 mos

Halpert, Oberst and CompanyBroker

December 1983 - November 1987 · 3 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.