David Hall
David Hall is a registered investment advisor at Woodstock Wealth Management, INC., based in Mountainside, NJ, with 32 years of industry experience. David 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
Mountainside, NJ
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2020Customer Dispute
January 2012Other Business ActivitiesSells Insurance
David operates an office for Woodstock Wealth Management, Inc. and pays office expenses through Hall Wealth Management, LLC. He also sells non-securities insurance as a sole proprietor.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
St. Bernard Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Reinoso & Company, 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.
Exams
More Advisors
- Matthew Power, CFPWells Fargo Advisors
- Jeffrey Rembisz, ChFCNorthwestern Mutual Investment Services,llc
- Daniel Sciortino, ChFCFig Tree Wealth Management LLC
- Nicholas Coppola, CFAPrincipal Asset Management