William Chambliss Woods

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR 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

• 08/2018 → Present
  Infinex Financial Group
  Meriden, CT
• 05/2015 → 08/2018
  Cfm Construction Corp.
  Glastonbury, CT
• 09/2014 → 05/2018
  Trinity College
  Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2019-12-20