William H Anderson
Investment adviser representative at Brookwood Investment Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Brookwood Investment Group LLCJun 2023 to now
- Redwood Private Wealth LLCJun 2022 to now
- Brookwood Insurance Group LLCJan 2022 to now
- Belpointe Asset Management, LLCJan 2017 to Jun 2023
- Belpointe Insurance, LLCJan 2017 to Jan 2022
- The Patriot Financial Group, LLCJun 2015 to Jan 2017
- LPL Financial LLCFeb 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CT).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 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
- 5681835
- Firm CRD
- 316544