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William I. Woodson

CYNOSURE PORTFOLIO ADVISORS
Wellington, FL
Some features on this profile are disabled
CRD#: 1529221
WW
William Irvin WoodsonCYNOSURE PORTFOLIO ADVISORS

Professional summary

William Irvin Woodson, who also goes by Bill Woodson, William Irvin Woodson Jr, is a registered financial advisor currently at CYNOSURE PORTFOLIO ADVISORS LLC located in Wellington, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. William has worked at 11 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 31, Series 2, Series 7, Series 24, Series 10, Series 9 and Series 27 exams.

At a Glance

Always Fiduciary

Aliases

Bill Woodson | William Irvin Woodson Jr

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Irvin Woodson'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

July 9, 2026 - Present

CYNOSURE PORTFOLIO ADVISORS LLC

RIA
CRD#: 337747
Wellington, FL
Past

April 4, 2023 - August 22, 2025

CYNOSURE GROUP, LLC

RIA
CRD#: 281399
Wellington, FL
Past

February 28, 2022 - April 5, 2023

SVB INVESTMENT SERVICES INC.

BD
CRD#: 168116
SAN FRANCISCO, CA
Past

June 26, 2019 - April 5, 2023

SVB WEALTH

RIA
CRD#: 172832
PALM BEACH GARDENS, FL
Past

February 17, 2017 - May 21, 2019

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
WEST PALM BEACH, FL
Past

June 12, 2014 - May 21, 2019

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WEST PALM BEACH, FL
Past

January 22, 2007 - July 21, 2014

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
CHICAGO, IL
Past

January 22, 2007 - July 21, 2014

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
CHICAGO, IL
Past

February 19, 2002 - January 9, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN FRANCISCO, CA
Past

February 15, 2002 - January 9, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN FRANCISCO, CA
Past

August 27, 2001 - December 6, 2001

MYCFO SECURITIES, LLC

BD
CRD#: 111657
SAN FRANCISCO, CA
Past

June 6, 1988 - January 10, 2002

BERNARDO FIRST SECURITIES CORPORATION

BD
CRD#: 21908
ESCONDIDO, CA
Past

July 23, 1986 - October 18, 1988

FIRST INDEPENDENCE GROUP INC.

BD
CRD#: 17407

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".
CP
CYNOSURE PORTFOLIO ADVISORS LLC
CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747 / SEC#: 801-134251

RIA
Registered Investment Advisory firm - (9/25/2025 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.

Highlighted states indicate IAR registrations

IAR
Utah
(7/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/13/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/21/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 7/20/2017
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 2
Date: 11/9/1995
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/10/2022
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/8/2007
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/18/2007
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/11/1987
Financial and Operations Principal Examination

Current Firm

CP
CYNOSURE PORTFOLIO ADVISORS LLC
CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747 / SEC#: 801-134251

RIA
Registered Investment Advisory firm - (9/25/2025 Approved)
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Contact information

Main Address
111 South Main Street Suite 2350, Salt Lake City, UT 84111
Mailing Address
Phone number
(801) 521-3100
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYNOSURE PORTFOLIO ADVISORS_ADV PART 2 BROCHURE (7/29/2025)
0

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.

Company Information

CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747Wellington, FL

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