Chairman, CEO · Woodstock Corporation
William H. Darling
CRD 4393529 · Named on Form ADV at one SEC-registered adviser
At a glance
Woodstock Corporation, an SEC-registered wealth manager based in Boston, MA with $1.3 billion in regulatory assets, lists William H. Darling on its Form ADV as Chairman, CEO, a control person.
Firms and roles
- Woodstock CorporationChairman, CEOWealth manager · Boston, MA · $1.3B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Henry P. PhippenSecretary, Woodstock Corporation
- Adrian G. DaviesPresident, Chief Investment Officer, Woodstock Corporation
- David M. LevesqueSVP, Administration, Treasurer, Chief Compliance Officer, Woodstock Corporation
- Christopher M LeichDirector, Woodstock Corporation
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.