Lisa Marie Supple
Investment adviser representative at Woodstock Corporation
19 yearsExperience
1 stateRegistered in
$1.3BFirm assets
58 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Woodstock CorporationDec 2018 to now
- Laurel Capital Advisors, LLPJan 2002 to Jun 2017
- Boston Safe / Mellon Bank, N.A.Aug 1998 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
Woodstock Corporation
$1.3BAssets managed
238Clients
8Advisers
58 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1981654
- Firm CRD
- 110662