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Nile Steigerwald

Woodstock Wealth Management, INC.
36 Years of Experience
Saratoga Springs, NY
4 Disclosures
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Nile Steigerwald is a registered investment advisor at Woodstock Wealth Management, INC., based in Saratoga Springs, NY, with 36 years of industry experience. Nile operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Saratoga Springs, NY

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2013
Closed-No Action
Customer Dispute
April 2013
Settled
Customer Dispute
September 2006
Denied
Customer Dispute
December 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Nile is the president of CBG Financial, Inc., a DBA for a relationship with Woodstock Wealth Management, dedicating minimal time to paying office expenses. He is also a registered representative with Saint Bernard Financial Services, Inc., spending minimal time on this role.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
St. Bernard Financial Services, INC.Broker
December 2021 - September 2022 · 9 mos
Woodstock Financial Group, INC.Broker
April 2009 - December 2019 · 10 yrs 8 mos
Woodstock Financial Group, INC.
April 2009 - November 2018 · 9 yrs 7 mos
Paulson Investment Company, INC.
March 2006 - May 2009 · 3 yrs 2 mos
Paulson Investment Company, INC.Broker
March 2006 - May 2009 · 3 yrs 2 mos
Morgan Stanley
May 2003 - February 2006 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
May 2003 - February 2006 · 2 yrs 9 mos
Prudential Securities Incorporated
June 2002 - May 2003 · 11 mos
Prudential Securities IncorporatedBroker
October 1999 - May 2003 · 3 yrs 7 mos
Painewebber IncorporatedBroker
January 1996 - October 1999 · 3 yrs 9 mos
Oppenheimer & CO., INC.Broker
August 1993 - January 1996 · 2 yrs 5 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
June 1990 - August 1993 · 3 yrs 2 mos
State Registrations5 states
FLNJNYTXVT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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