Richard Alexander Girgis
Investment adviser representative at Woodstock Wealth Management, Inc.
23 yearsExperience
2 statesRegistered in
$726.6MFirm assets
8 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Woodstock Wealth Management, Inc.Nov 2025 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Aug 2003 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (PA, VT).
Woodstock Wealth Management, Inc.
$726.6MAssets managed
1,586Clients
26Advisers
8 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
- 2281509
- Firm CRD
- 283472