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PA

Paul R. Adams

WOOD WEALTH GROUP
Charlestown, MA 02129
Some features on this profile are disabled
CRD#: 6704589
PA

Professional summary

Paul Russell Adams is a registered financial advisor currently at WOOD WEALTH GROUP, LLC located in Charlestown, Massachusetts.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paul has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Paul Russell Adams'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®
None

Experience

Current

December 16, 2024 - Present

WOOD WEALTH GROUP, LLC

Office #1: 529 Main Street Suite P200, Charlestown, MA 02129
RIA
CRD#: 327286
Charlestown, MA
Past

February 23, 2021 - November 26, 2024

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
Charlestown, MA
Past

February 5, 2021 - November 26, 2024

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Charlestown, MA
Past

November 9, 2020 - January 21, 2021

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
WAKEFIELD, MA
Past

February 3, 2017 - January 21, 2021

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
WAKEFIELD, MA

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
Massachusetts
(12/16/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/4/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/4/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/3/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WW
WOOD WEALTH GROUP, LLC
WOOD WEALTH GROUP, LLC

CRD#: 327286 / SEC#:

Florida
Registered Investment Advisory firm - (6/9/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (2/9/2024 Approved)
Michigan
Registered Investment Advisory firm - (5/28/2025 Approved)
New Hampshire
Registered Investment Advisory firm - (3/20/2024 Approved)
Texas
Registered Investment Advisory firm - (2/26/2024 Conditional Restricted)
Vermont
Registered Investment Advisory firm - (12/12/2025 Approved)
Wyoming
Registered Investment Advisory firm - (3/7/2024 Approved)
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Contact information

Main Address
529 Main Street Suite P200, Charlestown, MA 02129
Mailing Address
Phone number
(617) 546-9949
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts166
AUM (Assets Under Management)$ 36,339,441

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

WOOD WEALTH GROUP, LLC

CRD#: 327286Charlestown, MA 02129

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