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Byron Ewart Woodman

Monument Group Wealth Advisors, LLC

Concord, MA

CRD 4385779

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Employer firm

Monument Group Wealth Advisors, LLC CRD 111908

$679M regulatory AUM

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:

Current Employers
Monument Group Wealth Advisors, Llc

801 Main Street Suite 14, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-03-24
  • MA RA
    APPROVED
    Since 2005-03-24

Branch Locations

801 Main Street, Concord, MA 01742 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodman & Eaton, P.C. Concord MA 07/1980 Present
  • 07/1980 → Present
    Woodman & Eaton, P.C.
    Concord, MA
Other Businesses

CAMBRIDGE TRUST COMPANY, CAMBRIDGE MA.- DIRECTOR SINCE 11/1994 - 10 HRS/MONTH WOODMAN & EATON, P.C., CONCORD,MA.- OFFICER & DIRECTOR SINCE 7/1980 - 100 HRS/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-01
  • S65 Uniform Investment Adviser Law Examination
    2000-12-01
Other Names
  • Byron Ewart Woodman

View on SEC IAPD

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