DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Bruckner
Feed of 09/14/2026
At current firm
8 y
since Jul 30, 2018
In the industry
16 y
since Feb 26, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Woodstock Wealth Management, Inc. independent RIA currentsince Jul 30, 2018 · West Palm Beach, Fl
- Woodstock Financial Group, Inc. formerMay 17, 2016 to Nov 8, 2018 · West Palm Beach, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 3, 2012 to Jun 1, 2016 · Palm Beach, Fl
- Sanford C. Bernstein & Co., LLC otherOct 15, 2010 to Oct 27, 2010 · West Palm Beach, Fl
- Alliancebernstein L.P. otherMay 10, 2010 to Jul 11, 2012 · West Palm Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Woodstock Financial Group, Inc. to Woodstock Wealth Management, Inc.left Nov 8, 2018, registered Jul 30, 2018 (-101 days) · channel change inside one enterprise, not a move · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Woodstock Financial Group, Inc.left Jun 1, 2016, registered May 17, 2016 (-15 days) · Other
- Alliancebernstein L.P. to Sanford C. Bernstein & Co., LLCleft Jul 11, 2012, registered Oct 15, 2010 (-635 days) · Other
- Sanford C. Bernstein & Co., LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 27, 2010, registered Jul 3, 2012 (615 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address