Scott Darren Fessler

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

• 05/2001 → 12/2019
  Woodstock Financial Group, Inc.
  Far Rockaway, NY
• 08/2018 → Present
  Woodstock Wealth Management
  Atlanta, GA
• 06/2020 → 12/2021
  St Bernard Financial Services, Inc.
  Russellville, AR

Other Businesses

1. FESSLER FINANCIAL, Inc.; INVESTMENT RELATED; 97 MAIN STREET, EAST ROCAWAY, NY 11518; DBA for relationship with Woodstock Wealth Management, Inc. , Buy and Sell Real Estate and Private Short Term Real Estate Financing; OWNER; STARTED 06/2004; DEVOTES APPROXIMATE 5-10 HOURS A MONTH of WHICH 2 ARE DURING TRADING HOURS; operate branch office for Woodstock Wealth Management, Inc., Buy and Sell Real Estate and Private Short Term Real Estate Financing 2.LIGHTNING FUNDING INC (S-CORP); NOT INVESTMENT RELATED; 97 Main Street, East Rockaway, NY 11518; Mortgage LOAN ORIGINATION; OWNER; STARTED 03/2003; DEVOTES APPROXIMATE 20 HOURS A MONTH WHICH 1 TO 2 ARE DURING TRADING HOURS; DUTIES INCLUDE Mortgage LOAN ORIGINATING 3.ALGREN ASSOCIATES; INVESTMENT RELATED; 450 LEXINGTON AVE, 4TH FLOOR, NEW YORK, NY 10017; Life Insurance; BROKER; STARTED 02/2004; DEVOTES APPROXIMATE 3 TO 5 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; TAKE LIFE INSURANCE APPLICATIONS 4.Dennis Miller Insurance 60 West Park Ave, Long Beach, NY 11561; Sell P&C Insurance; Independent Contractor; Started 4/2020; Devotes approximately 5 hours a month which none are during trading hours; sell P&C insurance 5. Second Solar Sunrise; Not Investment Related; 7620 Rivers Ave, Suite 370-337, North Charleston, SC 29406; Energy Adviser; Stared 12/2022; DEVOTES APPROXIMATE 2 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; Offers Solar Energy Solutions

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-15
• S63 Uniform Securities Agent State Law Examination
  1995-12-28

Designations

• Certified Financial Planner

Other Names

• Scott Darren Fessler