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Brittany Lee Woodruff

PMA Asset Management, LLC

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About Brittany Lee Woodruff

Brittany Woodruff is an Investment Advisor Representative registered with PMA Asset Management, LLC. Brittany has been working in the financial services industry since April 5, 2015. Prior to joining PMA, Brittany worked at RBC Capital Markets, LLC and Vanguard Marketing Corporation. Brittany has passed the Series 63, Series 65, Series 7 and Series 50 exams. Brittany is registered to provide investment advisory services in Pennsylvania and New York.

Firm Information

Brittany Woodruff is currently registered with PMA Asset Management, LLC. PMA Asset Management, LLC is an investment advisor based in Naperville, Illinois. The firm manages approximately $26.99 billion in assets for a variety of clients, including individuals, corporations, state and municipal governments, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors.
PMA Asset Management, LLC

2135 CITYGATE LANE

NAPERVILLE, IL 60563

$26.99B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brittany Woodruff’s Registration & Firm History

IL

02/03/2021 - Present

PMA Asset Management, LLC (NAPERVILLE IL)

PA

09/05/2017 - 01/29/2021

RBC CAPITAL MARKETS, LLC (LANCASTER PA)

PA

08/11/2014 - 01/13/2017

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 11/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2022

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brittany Lee Woodruff.
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