Nile Joseph Steigerwald

Employer firm

Woodstock Wealth Management, Inc. CRD 283472

$727M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 12/2019
  Woodstock Financial Group
  Woodstock, GA
• 06/2018 → Present
  Woodstock Wealth Management
  Woodstock, GA
• 12/2021 → 09/2022
  Saint Bernard Financial Services, Inc.
  Russellville, AR

Previous Registrations

• 2009-04-16 → 2018-11-07
  Woodstock Financial Group, Inc.
  Woodstock, GA
  Chatham, NJ
• 2006-03-07 → 2009-05-15
  Paulson Investment Company Llc
  Morristown, NJ
• 2003-05-09 → 2006-02-28
  Morgan Stanley Dw Inc.
  Short Hills, NJ
  Short Hills, NJ
• 2002-06-25 → 2003-05-14
  Prudential Equity Group, Llc
  Short Hills, NJ

Other Businesses

1. CBG FINANCIAL, INC.; NON-INVESTMENT RELATED; Saratoga Springs, NY 12866; DBA FOR RELATIONSHIP WITH WOODSTOCK WEALTH MANAGEMENT; PRESIDENT; STARTED 03/2006; DEVOTES 4 HOURS A MONTH OF WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE PAYING EXPENSES FOR OFFICE

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-06
• S63 Uniform Securities Agent State Law Examination
  1990-01-24

Other Names

• Nile J Steigerwald