Michael A Piccoli
Investment adviser representative at Woodstock Wealth Management, Inc.
18 yearsExperience
3 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
18 years in the industry.
- Woodstock Wealth Management, Inc.Feb 2022 to now
- Guardian Life InsuranceApr 2019 to Feb 2022
- Park Avenue SecuritiesApr 2019 to Feb 2022
- GuardianDec 2008 to Mar 2019
- Park Ave SecuritiesDec 2008 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, RI, TX).
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
- 5628378
- Firm CRD
- 283472