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Woodrow Wilson Willey

A.G.P. / Alliance Global Partners

Holmdel, NJ

Annapolis, MD

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Current Employers
A.G.P. / Alliance Global Partners

88 Post Road West 2Nd Floor, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-11-21
MD RA APPROVED 2025-04-01
  • SC RA
    APPROVED
    Since 2025-11-21
  • MD RA
    APPROVED
    Since 2025-04-01

Branch Locations

2137 Route 35 Suite 345, Holmdel, NJ 07733 • United States

61 Cornhill Street, Annapolis, MD 21401 • 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
Sherwood Associates Inc. Wheaton MD 02/1985 Present
Arete Wealth Management Llc Chicago IL 12/2012 Present
Arete Wealth Advisors Llc Chicago IL 12/2012 04/2025
Alliance Global Partners New York NY 04/2025 Present
  • 02/1985 → Present
    Sherwood Associates Inc.
    Wheaton, MD
  • 12/2012 → Present
    Arete Wealth Management Llc
    Chicago, IL
  • 12/2012 → 04/2025
    Arete Wealth Advisors Llc
    Chicago, IL
  • 04/2025 → Present
    Alliance Global Partners
    New York, NY
Previous Registrations
  • 2012-12-14 → 2025-04-01
    Arete Wealth Advisors, Llc
    Chicago, IL
    Annapolis, MD
  • 2004-10-04 → 2012-12-14
    Grove Point Investments, Llc
    Wheaton, MD
    Wheaton, MD
Other Businesses

SHERWOOD ASSOCIATES INC.: VICE PRESIDENT; CPA INVOLVED IN PREPARING TAX RETURNS & DOING TAX PLANNING. FIXED LIFE INSURANCE AGENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-19
S65 Uniform Investment Adviser Law Examination 1998-11-19
  • S63 Uniform Securities Agent State Law Examination
    1998-11-19
  • S65 Uniform Investment Adviser Law Examination
    1998-11-19
Designations
Other Names
  • Woody Willey
  • Woodrow Wilson Willey

View on SEC IAPD

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Other Offices

UNIQUE FINANCIAL ADVISORS LLC · HOLMDEL, NJ
PNC WEALTH MANAGEMENT LLC · HOLMDEL, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Middletown, NJ
WORLD INVESTMENT ADVISORS, LLC · MIDDLETOWN, NJ
EDWARD JONES · MIDDLETOWN, NJ
LPL FINANCIAL LLC · HOLMDEL, NJ
INTEGRATED WEALTH CONCEPTS LLC · HOLMDEL, NJ
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