Richard Girgis
Richard Girgis is a registered investment advisor at Woodstock Wealth Management, INC., based in Basking Ridge, NJ, with 32 years of industry experience. Richard 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, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
Basking Ridge, NJ
Get directionsHistory
Regulatory History (14)
Employment Separation After Allegations
November 2025Financial
November 2025Judgment / Lien
February 2025Judgment / Lien
January 2023Judgment / Lien
March 2021Judgment / Lien
November 2020Judgment / Lien
October 2019Judgment / Lien
October 2018Judgment / Lien
September 2018Judgment / Lien
February 2018Judgment / Lien
August 2017Judgment / Lien
February 2017Judgment / Lien
October 2016Judgment / Lien
April 2016Other Business Activities
Richard operates Ridge Wealth Management as a DBA for his LPL business, dedicating about a quarter of his time to it. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
Morristown Financial Group, LLP
Morristown Financial Group, LLP
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations1 state
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.