Patrick John Fitzsimmons

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

• 12/2011 → 11/2018
  International Financial Solutions, Inc.
  Atlanta, GA
• 12/2011 → 11/2018
  Ifs Advisory, Llc
  Erie, PA
• 11/2018 → 12/2019
  Woodstock Financial Group, Inc
  Woodstock, GA
• 11/2018 → Present
  Woodstock Wealth Management
  Woodstock, GA

Previous Registrations

• 2012-02-02 → 2018-11-27
  Sb Advisory, Llc
  Erie, PA
  Atlanta, GA
• 2008-12-17 → 2011-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Erie, PA
• 1995-01-03 → 2008-12-22
  Ameriprise Financial Services, Llc
  Erie, PA
  Venetia, PA
  Venetia, PA

Other Businesses

1. Ferncliff Enterprises LLC, DBA Luggagedesigners.com; not investment related; 2728 Pebble Drive, Erie, PA 16508; internet sales of luggage and travel goods; VP- wife owns business; started in 2011; devotes approximately 4 hours a month which none are during business hours; duties include strategic planning, help with tax paying issues, advice on business issues. 2. Fitzsimmons Financial Services LLC; not investment related; 2405 SW 50th Street, Cape Coral, FL 33914 ; DBA for relationship for operating branch office for Woodstock Wealth Management, Inc., pay expenses for branch office; owner; started 11/2018; devotes approximately 4 hours a month which are not during trading hours; duties include operating branch office for WWM and paying branch expenses. 3. Sole Proprietor; investment related; 2405 SW 50th Street, Cape Coral, FL 33914; offer and sell non-securities insurance; 100 percent owner; devotes approximately 1 hours a month which none are during business hours; offer and sell non-securities insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-06
• S63 Uniform Securities Agent State Law Examination
  1993-11-15

Other Names

• Patrick J Fitzsimmons