Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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
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Location

1501 Belvedere Road, Suite 500-517, West Palm Beach, FL, 33406

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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.

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Other Business Activities

Max operates as an IAR of a branch office for Shift Financial Group under the DBA used for Woodstock Wealth Management, Inc. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2022 - July 2024 · 2 yrs
Fidelity Brokerage Services LLCBroker
August 2021 - July 2024 · 2 yrs 11 mos
State Registrations3 states
FLMANH
Advisor
Exams
No exam information available for this advisor.