Marjorie 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. Marjorie Netkin holds a Bachelor of Arts in Economics from the University of Michigan and an MBA in Finance from Fordham 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.
Marjorie 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. She launched a career in finance on Wall Street after graduation, before joining forces with David Netkin in 2002, and that she has served as a panelist for the New York Stock Exchange Disciplinary Hearing Board.
Marjorie Netkin’s longest registration was 13 years at Woodstock Financial Group, Inc. (2005–2018). Before joining Woodstock Wealth Management in 2018, Marjorie Netkin was registered through Woodstock Financial Group, Inc. and Morgan Stanley.
- St. Bernard Financial Services, Inc.Also current– present · 6 yearsMountainside, NJ · Adviser representative and broker · Firm CRD 36956
- – present · 8 yearsMountainside, NJ · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 13 yearsMountainside, 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
Marjorie 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 16 August 2018
- New JerseySince 12 June 2018
- North CarolinaSince 13 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 | 14 February 2006 |
| Series 31 | Futures Managed Funds Examination | 21 March 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 September 1991 |
| Series 4 | Registered Options Principal Examination | 15 May 1987 |
| Series 7 | General Securities Representative Examination | 15 October 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Representative Examination
- CRD
- 1192921
- 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
- January 1987
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- edgewoodfinancialgroup.com
Where does Marjorie Netkin work?
Marjorie 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 Marjorie Netkin a financial advisor?
Yes. Marjorie 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 Marjorie Netkin have?
Marjorie Netkin has 39 years in the financial industry, since January 1987, across 6 adviser firms.
What exams has Marjorie Netkin passed?
Marjorie Netkin has passed 5 licensing exams: the Series 7, Series 4, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in October 1983. FINRA credited Marjorie Netkin with the SIE, which began in October 2018.
Where did Marjorie Netkin work before Woodstock Wealth Management?
Before Woodstock Wealth Management, Marjorie Netkin was registered through 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 Marjorie Netkin based?
Marjorie Netkin’s registered office is in Mountainside, NJ.
Is Marjorie Netkin registered with FINRA?
Yes. Marjorie Netkin has a current broker registration, under CRD 1192921.
Source: FINRA BrokerCheck
How can I verify Marjorie Netkin’s record?
Search CRD 1192921 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Marjorie Netkin’s full registration record.