Steven J. Woodruff

VENTURE FINANCIAL ADVISORS

West Chester, PA

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CRD#: 5771338

Professional summary

Steven John Woodruff JR, CFP®, who also goes by Steven John Woodruff Jr., Steven John Woodruff, Steven Woodruff, Steven John Woodruff Jr, is a registered financial advisor currently at VENTURE FINANCIAL ADVISORS, LLC located in West Chester, Pennsylvania and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Steven has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven John Woodruff Jr. | Steven John Woodruff | Steven Woodruff | Steven John Woodruff 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.

1) Start Date = 01-05-18| Rental Properties| Owner| West Chester, PA| Hours/Month = Less than 20| Personally own residential rental properties. 2) Vacation Rental | Investment Related: No | Same as residential | Real Estate (Non-Agent/Broker) | Vacation rental property owner | Start date: 2022-07-01 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | My role is property acquisition and ongoing bookkeeping. 3) Name of Business: Venture Wealth Managment LLC/Venture Wealth Fund LLC Investment-Related Nature: Yes Address of the Other Business: 8 The Green, Suite A, Dover, DE 19901 Nature of the Other Business: Customizable fund of funds Position, Title, or Relationship: CEO Start Date of the Relationship: 06/2025 Approximate Number of Hours per Month Devoted: Varies Number of Hours During Securities Trading Hours: Varies Duties: CEO 3) Name of Business: Patriot Family Capital LLC Investment-Related Nature: Yes Address of the Other Business: 30 N Gould St STE R, Sheridan, WY 82801 Nature of the Other Business: Real Estate and Private Alternatives Position, Title, or Relationship: CIO Start Date of the Relationship: 03/2023 Approximate Number of Hours per Month Devoted: Varies Number of Hours During Securities Trading Hours: Varies Duties: CIO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven John Woodruff JR's 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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

September 25, 2025 - Present

VENTURE FINANCIAL ADVISORS, LLC

RIA

CRD#: 312756

West Chester, PA

Current

October 4, 2024 - Present

INNOVATION PARTNERS LLC

Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210

RIA

CRD#: 146344

Charlotte, NC

Past

October 7, 2024 - August 7, 2025

IP FINANCIAL ADVISORY SERVICES LLC

RIA

CRD#: 305772

West Chester, PA

Past

May 31, 2019 - July 10, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Wayne, PA

Past

May 31, 2019 - July 10, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Wayne, PA

Past

July 13, 2018 - April 25, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

June 24, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

KING OF PRUSSIA, PA

Past

June 19, 2014 - April 23, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

KING OF PRUSSIA, PA

Past

September 17, 2013 - September 16, 2014

NEWSQUARE CAPITAL, LLC

RIA

CRD#: 152430

NEWTOWN SQUARE, PA

Past

December 3, 2010 - June 13, 2014

NEW ENGLAND SECURITIES

RIA

CRD#: 615

NEWTOWN SQUARE, PA

Past

April 2, 2010 - June 13, 2014

NEW ENGLAND SECURITIES

CRD#: 615

NEWTOWN SQUARE, PA

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

Pennsylvania
(10/4/2024)

IAR

Pennsylvania
(9/25/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/20/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/31/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VENTURE FINANCIAL ADVISORS, LLC

DOLPHINWORTH ADVISORS, LLC | VENTURE FINANCIAL ADVISORS, LLC

CRD#: 312756 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/26/2021 Approved)

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Contact information

Main Address

Honey Brook, PA

Mailing Address

Phone number

(610) 755-1396

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 1,615,626

Red Flags

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

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Steven J. Woodruff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven John Woodruff JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVATION PARTNERS LLC

IP FINANCIAL ADVISORY SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

NEWSQUARE CAPITAL, LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 66

Date: 4/20/2010

SIE

Date: 10/1/2018

Series 7

Date: 3/31/2010

FINRA

Current Firm

VENTURE FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VENTURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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