Lee S. Woodring

INDIVISIBLE PARTNERS

PITTSFORD, NY 14534

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CRD#: 2714686

Professional summary

Lee S Woodring, CIMA®, CPWA®, who also goes by Lee Sean Woodring, Lee S Woodring, is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Pittsford, New York.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lee has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lee Sean Woodring | Lee S Woodring

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.

Name of OBA: Rental Properties: 216 Magnolia LLC, J&T Thompson, LLC, Jackson Square, LLC, Marco Island property; Investment Related: No; Position: Co-owner with other family members Employee Start Date: 9/10/2022 No Hours: 1 Monthly No Hours during trading: 0 Duties:

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee S Woodring'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®

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2008-04-24

Expire date: 2024-09-30

Experience

Current

January 3, 2025 - Present

INDIVISIBLE PARTNERS

Office #1: 1250 Pittsford Victor Rd. Bldg 100, Ste 120, Pittsford, NY 14534

RIA

CRD#: 332431

PITTSFORD, NY

Past

September 9, 2004 - January 6, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSFORD, NY

Past

April 9, 1996 - January 6, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSFORD, NY

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".

INDIVISIBLE PARTNERS

CRD#: 332431 / SEC#: 801-131364

RIA

Registered Investment Advisory firm - (11/1/2024 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

New York
(1/3/2025)

IAR

Texas
(1/3/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/18/1996

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: 11/7/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/8/1996

General Securities Representative Examination

Current Firm

INDIVISIBLE PARTNERS

CRD#: 332431 / SEC#: 801-131364

RIA

Registered Investment Advisory firm - (11/1/2024 Approved)

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Contact information

Main Address

114 Turner Street, Clearwater, FL 33756

Mailing Address

Phone number

(732) 306-5490

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INDIVISIBLE ADV2A (6/18/2025)

Regulatory assets under management

Total Number of Accounts	634
AUM (Assets Under Management)	$ 421,326,222

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.

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Firm Stability Insights

Lee S. Woodring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee S Woodring's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INDIVISIBLE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/1996

Series 63

Date: 4/18/1996

SIE

Date: 10/1/2018

Series 31

Date: 11/7/2008

Series 7

Date: 4/8/1996

Current Firm

INDIVISIBLE PARTNERS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDIVISIBLE PARTNERS

TRUST BUT VERIFY

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