Sydney Marie Woodward
Investment adviser representative at Yeske Buie Inc.
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Yeske Buie Inc.Jul 2021 to now
- Forum Financial Management, LPApr 2021 to Jun 2021
- Ehlert Financial Group, Inc.Jun 2020 to Jun 2021
- Clarendon Wealth ManagementMay 2019 to Aug 2019
- Atlantic Union BankJun 2018 to Jun 2020
- TargetOct 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Yeske Buie Inc.
$1.1BAssets managed
469Clients
11Advisers
19 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
- 7316078
- Firm CRD
- 143234