William Bruckner 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.
William Bruckner is Founder & Managing Director of Banyan Private Wealth, based in West Palm Beach, Florida. He has over 20 years of investment experience and has been responsible for portfolio management at Banyan Private Wealth since the firm's inception. Before Banyan he was a Vice President and Senior Portfolio Advisor at the Palm Beach office of Merrill Lynch, Pierce, Fenner & Smith Inc. and a Vice President at Sanford C. Bernstein in West Palm Beach. He is an Investment Adviser Representative of Woodstock Wealth Management, Inc.
William Bruckner’s longest registration is the current one, 8 years at Woodstock Wealth Management since 2018. Before joining Woodstock Wealth Management in 2018, William Bruckner was registered through Woodstock Financial Group, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 8 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 2 yearsBoca Raton, FL · Adviser representative · Firm CRD 38095
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsPalm Beach, FL · Adviser representative · Firm CRD 7691
- Sanford C. Bernstein & Co., LLC– · under a yearWest Palm Beach, FL · Adviser representative · Firm CRD 104474
- Alliancebernstein L.P.– · 2 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 108477
Investment adviser representative registrations
William Bruckner is registered as an investment adviser representative in Florida, since July 2018.
- FloridaSince 30 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 January 2018 |
| Series 66 | Uniform Combined State Law Examination | 26 February 2010 |
| Series 7 | General Securities Representative Examination | 8 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5754875
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- 515 N. Flagler Drive, Suite P-300, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- banyanprivatewealth.com
Where does William Bruckner work?
William Bruckner 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 William Bruckner a financial advisor?
Yes. William Bruckner has a current investment-adviser registration in Florida, through Woodstock Wealth Management since July 2018.
How many years of experience does William Bruckner have?
William Bruckner has 16 years in the financial industry, since February 2010, across 5 adviser firms.
What exams has William Bruckner passed?
William Bruckner has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in February 2010. FINRA credited William Bruckner with the SIE, which began in October 2018.
Where did William Bruckner work before Woodstock Wealth Management?
Before Woodstock Wealth Management, William Bruckner was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2012 to June 2016; Sanford C. Bernstein & Co., LLC, October 2010 to October 2010; Alliancebernstein L.P., May 2010 to July 2012.
Where is William Bruckner based?
William Bruckner’s registered office is in West Palm Beach, FL.
Is William Bruckner registered with FINRA?
No. William Bruckner has no current broker registration.
How can I verify William Bruckner’s record?
Search CRD 5754875 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Bruckner’s full registration record.