Paul Cerrato has been an investment adviser representative at Woodstock Wealth Management since July 2018, and is not listed among the firm’s executive officers or direct owners.
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.
Paul Cerrato’s longest registration was 10 years at Woodstock Financial Group, Inc. (2008–2018). Before joining Woodstock Wealth Management in 2018, Paul Cerrato was registered through Woodstock Financial Group, Inc. and Ic Advisory Services, Inc.
- – present · 8 yearsHinsham, MA · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 10 yearsHinsham, MA · Adviser representative · Firm CRD 38095
- Ic Advisory Services, Inc.– · under a yearFlorham Park, NJ · Adviser representative · Firm CRD 140190
Investment adviser representative registrations
Paul Cerrato is registered as an investment adviser representative in 2 states. The first approvals date from July 2018; the most recent is North Carolina, in November 2018.
- MassachusettsSince 24 July 2018
- North CarolinaSince 13 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 March 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul M Cerrato
- CRD
- 5471327
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- Hinsham, MA
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Cerrato work?
Paul Cerrato is an investment adviser representative registered through Woodstock Wealth Management, Inc. since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is Paul Cerrato a financial advisor?
Yes. Paul Cerrato has a current investment-adviser registration in Massachusetts and North Carolina, through Woodstock Wealth Management since July 2018.
How many years of experience does Paul Cerrato have?
Paul Cerrato has 18 years in the financial industry, since March 2008, across 3 adviser firms.
What exams has Paul Cerrato passed?
Paul Cerrato passed the Series 65 in March 2008.
Where did Paul Cerrato work before Woodstock Wealth Management?
Before Woodstock Wealth Management, Paul Cerrato was registered through Ic Advisory Services, Inc., March 2008 to September 2008.
Where is Paul Cerrato based?
Paul Cerrato’s registered office is in Hinsham, MA.
Is Paul Cerrato registered with FINRA?
No. Paul Cerrato has no current broker registration.
How can I verify Paul Cerrato’s record?
Search CRD 5471327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Cerrato’s full registration record.