Steve Ng

Employer firm

Woodland Investment Consulting LLC CRD 147885

$34.7M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Woodland Investment Consulting Llc

Boston, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2008-08-04

MA RA
APPROVED

Since 2008-08-04

Branch Locations

Boston, MA • 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

Organization	City	State	From	To
Mfs Fund Distributors, Inc.	Boston	MA	05/2005	Present
Boston Security Analysts Society	Boston	MA	03/1992	Present

05/2005 → Present

Mfs Fund Distributors, Inc.

Boston, MA
03/1992 → Present

Boston Security Analysts Society

Boston, MA

Other Businesses

AS OF 3/92 EMPLOYED AS AN INSTRUCTOR AT BOSTON SECURITY ANALYSTS SOCIETY, HIGH STREET, BOSTON, MA 02109 FOR APPROX 18 HOURS PER YEAR. THIS POSITION IS INVESTMENT RELATED AND NOT PERFORMED DURING SECURITIES TRADING HOURS. Steve Ng owns rental real estate investments where he is one of the landlords.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-07-24

S63 Uniform Securities Agent State Law Examination

1998-07-24

Designations

Chartered Financial Analyst

Other Names

Steven Ng

View on SEC IAPD