David Netkin has been an investment adviser representative at Woodstock Wealth Management since June 2018, and is not listed among the firm’s executive officers or direct owners. David Netkin holds a Bachelor of Arts in Political Science from Fairleigh Dickinson University.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
David Netkin is an Investment Advisor Representative of Woodstock Wealth Management, Inc. and is profiled on the About Us page of Edgewood Financial Group, a family-owned firm launched in 2005. He began his career in fixed income management and sales and later concentrated on portfolio management. It states that he and Marjorie Netkin joined forces in 2002.
David Netkin’s longest registration was 12 years at Woodstock Financial Group, Inc. (2006–2018). Before joining Woodstock Wealth Management in 2018, David Netkin was registered through Woodstock Financial Group, Inc. and Raike Financial Group Inc.
- – present · 8 yearsMountainside, NJ · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 12 yearsMountainside, NJ · Adviser representative · Firm CRD 38095
- Raike Financial Group Inc.– · under a yearMountainside, NJ · Adviser representative · Firm CRD 38095
- Morgan Stanley– · 1 yearShort Hills, NJ · Adviser representative · Firm CRD 7556
- Wachovia Securities, LLC– · under a yearShort Hills, NJ · Adviser representative · Firm CRD 19616
- Prudential Securities Incorporated– · under a yearShort Hills, NJ · Adviser representative · Firm CRD 7471
Investment adviser representative registrations
David Netkin is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from June 2018; the most recent is Vermont, in December 2023.
- FloridaSince 7 August 2018
- New JerseySince 12 June 2018
- North CarolinaSince 19 November 2018
- TexasResidentSince 18 July 2018
- VermontSince 4 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 June 2006 |
| Series 31 | Futures Managed Funds Examination | 21 March 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 January 1986 |
| Series 7 | General Securities Representative Examination | 16 April 1983 |
| Series 52 | Municipal Securities Representative Examination | 13 May 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Municipal Securities Representative Examination
- CRD
- 1044935
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- 1199 Route 22 East, Suite 306, Mountainside, NJ 07092
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1982
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- edgewoodfinancialgroup.com
Where does David Netkin work?
David Netkin is an investment adviser representative registered through Woodstock Wealth Management, Inc. since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is David Netkin a financial advisor?
Yes. David Netkin has a current investment-adviser registration in Florida, New Jersey, North Carolina, Texas and Vermont, through Woodstock Wealth Management since June 2018.
How many years of experience does David Netkin have?
David Netkin has 44 years in the financial industry, since May 1982, across 5 adviser firms.
What exams has David Netkin passed?
David Netkin has passed 5 licensing exams: the Series 52, Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 52, was passed in May 1982. FINRA credited David Netkin with the SIE, which began in October 2018.
Where did David Netkin work before Woodstock Wealth Management?
Before Woodstock Wealth Management, David Netkin was registered through Raike Financial Group Inc., November 2005 to November 2005; Morgan Stanley, May 2004 to November 2005; Wachovia Securities, LLC, July 2003 to May 2004; Prudential Securities Incorporated, July 2002 to July 2003.
Where is David Netkin based?
David Netkin’s registered office is in Mountainside, NJ.
Is David Netkin registered with FINRA?
Yes. David Netkin has a current broker registration, under CRD 1044935.
Source: FINRA BrokerCheck
How can I verify David Netkin’s record?
Search CRD 1044935 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Netkin’s full registration record.