Marjorie Netkin

WOODSTOCK WEALTH MANAGEMENT

Mountainside, NJ 07092

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CRD#: 1192921

Professional summary

Marjorie Netkin, who also goes by Marjorie Ellen Hirsh, Marjorie Ellen Netkin, is a registered financial advisor currently at WOODSTOCK WEALTH MANAGEMENT, INC. located in Mountainside, New Jersey and ST. BERNARD FINANCIAL SERVICES, INC. located in Mountainside, New Jersey.

Marjorie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Marjorie has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marjorie Ellen Hirsh | Marjorie Ellen Netkin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. EDGEWOOD FINANCIAL GROUP Inc; INVESTMENT RELATED; 1199 RT 22 EAST SUITE 306, MOUNTAINSIDE, NJ 07092; DBA FOR Woodstock Wealth Management, Inc . & St Bernard Financial Services ; IAR with WWM and RR with SBFS,; PRESIDENT; 99 percent owner; 12/12/2005; DEVOTES APPROX 2 HOURS during the month of WHICH 0 ARE DURING TRADING HOURS; Operate branch office for WWM & SBFS and pay business expenses. 2. ST Bernard Financial Services; 1609 West Main Street, Russellville, AR 72801; broker dealer; Registered Representative; no ownership; Jan 2020; Devotes approx 5 hours a month of which all are during business hours; Operate Branch Office and pay Branch Expenses. 3. Sole proprietor; non-securities insurance; 1199 RT 22 EAST SUITE 306, MOUNTAINSIDE, NJ 07092; offer non-securities insurance; sole proprietor; 100 percent owner; June 2020; devotes 1 hour a month which is during trading hours; my duties include offering and selling non securities insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marjorie Netkin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 12, 2018 - Present

WOODSTOCK WEALTH MANAGEMENT, INC.

Office #1: 1199 Route 22 East Suite 306, Mountainside, NJ 07092

RIA

CRD#: 283472

Mountainside, NJ

Current

January 21, 2020 - Present

ST. BERNARD FINANCIAL SERVICES, INC.

Office #1: 1199 Rt 22 East, Mountainside, NJ 07092

RIA

CRD#: 36956

Mountainside, NJ

Past

November 2, 2005 - November 9, 2018

WOODSTOCK FINANCIAL GROUP, INC.

RIA

CRD#: 38095

MOUNTAINSIDE, NJ

Past

November 2, 2005 - December 10, 2019

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

MOUNTAINSIDE, NJ

Past

May 13, 2004 - November 2, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SHORT HILLS, NJ

Past

May 13, 2004 - November 2, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 1, 2003 - May 14, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SHORT HILLS,, NJ

Past

July 1, 2003 - May 14, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 2, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

SHORT HILLS, NJ

Past

February 28, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

December 1, 1998 - December 6, 2001

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

January 20, 1995 - December 10, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 4, 1992 - February 1, 1995

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

August 28, 1991 - August 17, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 11, 1987 - January 9, 1990

SUNRISE CAPITAL CORP.

CRD#: 4283

Past

February 7, 1984 - October 10, 1985

FINANCIAL SQUARE PARTNERS

CRD#: 1541

Past

October 19, 1983 - August 30, 1984

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WOODSTOCK WEALTH MANAGEMENT, INC.

CRD#: 283472 / SEC#: 801-112663

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(1/22/2020)

IAR

Florida
(8/16/2018)

IAR

New Jersey
(6/12/2018)

New Jersey
(1/22/2020)

New York
(8/22/2020)

IAR

North Carolina
(11/13/2018)

North Carolina
(1/22/2020)

IAR

Texas
(7/18/2018)

IAR

Vermont
(12/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/14/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/21/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/15/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 5/15/1987

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

WOODSTOCK WEALTH MANAGEMENT, INC.

CRD#: 283472 / SEC#: 801-112663

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

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Contact information

Main Address

250 River Park North Drive, Woodstock, GA 30188

Mailing Address

Phone number

(800) 279-4468

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MARCH 29 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,834
AUM (Assets Under Management)	$ 629,939,767

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Marjorie Netkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marjorie Netkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ST. BERNARD FINANCIAL SERVICES, INC.

WOODSTOCK FINANCIAL GROUP, INC.

WOODSTOCK FINANCIAL GROUP, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

ADVEST, INC.

PRUDENTIAL EQUITY GROUP, LLC

CIBC WORLD MARKETS CORP.

LEHMAN BROTHERS INC.

SUNRISE CAPITAL CORP.

FINANCIAL SQUARE PARTNERS

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

WOODSTOCK WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/14/2006

Series 63

Date: 9/11/1991

SIE

Date: 10/1/2018

Series 31

Date: 3/21/2005

Series 7

Date: 10/15/1983

Series 4

Date: 5/15/1987

FINRA

Current Firm

WOODSTOCK WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WOODSTOCK WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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