Investment adviser representative · Woodstock Corporation
Thomas C. Stakem Jr.
CRD 2440509 · Boston, MA
At a glance
Thomas C. Stakem Jr. is an investment adviser representative with Woodstock Corporation in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 2014, about 11 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Woodstock CorporationSince November 2014Boston, MA · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2014 (11 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’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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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.