Charles A Mcdonald
Investment adviser representative at Woodstock Corporation
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
58 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Woodstock CorporationAug 2026 to now
- Woodstock Services CompanyJul 2023 to now
- Piga StrategiesMay 2022 to Jul 2023
- Lexshares, LLCOct 2020 to May 2022
- Ropes & Gray, LLPAug 2019 to Oct 2020
- Babson CollegeAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Woodstock Corporation
$1.3BAssets managed
238Clients
8Advisers
58 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
- 8183802
- Firm CRD
- 110662