Woodstock Wealth Management
41yrs
Top advisor by experience in Mountainside
35yrs
Marjorie Netkin
Financial advisor at Woodstock Wealth Management
Based in Mountainside, New Jersey, Marjorie Netkin is a fiduciary financial advisor with 35 years of industry experience. Marjorie joined Woodstock Wealth Management in 2018, after 13 years at Woodstock Financial Group and a year at Morgan Stanley DW. Woodstock Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 21 advisors with offices in Mountainside, and one of 20 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office1199 Route 22 East Suite 306, Mountainside, NJ 07092
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$426,997
Advisors at the firm26
States licensed ?2 states
Services through Woodstock Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowWoodstock Wealth Management, Inc.Current firm
- 2005 – 2018Woodstock Financial Group, Inc.Previously
- May 2004 – Nov 2005Morgan Stanley DW Inc.Previously
- Jul 2003 – May 2004Wells Fargo Clearing Services, LLCPreviously
- Jul 2002 – Jul 2003Prudential Equity Group, LLCPreviously
Contact Marjorie
(800) 279-4468Firm headquarters in Woodstock, GA. Ask for Marjorie. 1199 Route 22 East Suite 306Mountainside, NJ 07092Office · Get directions
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Questions to ask Marjorie
Tailored to Marjorie’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marjorie
How do I contact Marjorie?
Call Woodstock Wealth Management at (800) 279-4468 and ask for Marjorie Netkin. Marjorie works from the Mountainside, NJ office.
How long has Marjorie been a financial advisor?
Marjorie has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does Marjorie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marjorie a fiduciary?
Marjorie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marjorie paid?
Woodstock Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Marjorie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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