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Investment adviser representative · Woodland Investment Consulting LLC

Steve Ng

CRD 3076951 · Boston, MA

At a glance

Steve Ng is an investment adviser representative with Woodland Investment Consulting LLC in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steve’s SEC record dates to 2008, about 18 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • Woodland Investment Consulting LLCSince August 2008Boston, MA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2008 (18 years)
Designations
Chartered Financial Analyst
Exams
Series 63
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Steve’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.