Brian Andrew Woodland
Investment adviser representative at Essex Private Wealth Management LLC
18 yearsExperience
1 stateRegistered in
$330.5MFirm assets
9 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Ipswich Brewery PartnersMar 2019 to now
- Huntwicke Financial, Inc. (f/k/a Magnolia Lane Financial)Jan 2014 to now
- Essex Private Wealth Management LLCSep 2009 to now
- Essex Private Wealth Management, LLC (f/k/a Huntwicke Advisors)Mar 2009 to now
- Huntwicke Capital GroupMar 2009 to now
- Huntwicke Securities, LLC (f/k/a Phalanx Trading, LLC)Feb 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
Essex Private Wealth Management LLC
$330.5MAssets managed
216Clients
4Advisers
9 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
- 2263508
- Firm CRD
- 149991