Robert Ian Woods

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2009 → Present
  Woods Financial
  Chesapeake, VA
• 11/2011 → 10/2016
  Global Financial Private Capital
  Sarasota, FL
• 10/2016 → Present
  Ae Wealth Management Llc
  Topeka, KS

Previous Registrations

• 2011-11-10 → 2016-10-14
  Global Financial Private Capital, Inc.
  Chesapeake, VA
  Sarasota, FL

Other Businesses

WOODS FINANCIAL 129 HANBURY RD W SUITE 103 CHESAPEAKE, VA INVESTMENT RELATED INSURANCE AND ANNUITY SALES START DATE 02/2009 INSURANCE AGENT 160 HRS/MONTH 160 HRS/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-15