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Client Disclosures

Client Disclosures

All Clients:

Woodbury Financial Services, Inc. - Form CRS March 31, 2021

Woodbury Financial Services, Inc. - Broker Dealer Firm Brochure June 21, 2021

Woodbury Financial Services, Inc. - Guide to Investing 11/2012

Woodbury Financial Services, Inc. - 408(b)(2) Disclosure 06/01/2015

Brokerage Clients:

Woodbury Financial Client Brokerage Fee Schedule 2021

Woodbury Financial Sweep Money Market Changes 09/16/2021

Woodbury Financial FDIC Insured Deposit Program 06/2021

Advisory Clients:

Investment Advisory Services Brochure:

Woodbury Financial Form ADV Part 2A 12/31/2021

Form ADV Part 2B Brochure Supplement:

Woodbury Financial Form ADV Part 2B Brochure Supplement 01/19/2016

VISION2020 Wealth Management® Platform (WMP):

Advisor Managed Portfolios (AMP) Part 2A Appendix 1 Program Brochure:

AMP Part 2A Appendix 1 June 28, 2021

Unified Managed Accounts (UMA)
Part 2A Appendix 1 Program Brochure:

UMA Part 2A Appendix 1 June 28, 2021

Custom Allocation Program® (CAP) and Advisor Choice Trading (ACT) Programs have transitioned to the Wealth Management Platform (WMP), Advisor Managed Portfolios (AMP) Program.