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Lee S Woodring

Indivisible Partners, LLC

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About Lee S Woodring

Lee Woodring is a financial advisor with over 27 years of experience in the industry. Lee is registered with Indivisible Partners, LLC in New York and Texas. Lee provides financial planning, portfolio management, and selection of other advisors for individuals. Lee is also a registered investment advisor with the state of New York.

Firm Information

Lee Woodring is currently registered with Indivisible Partners, LLC. Indivisible Partners, LLC is a registered investment advisor that provides financial planning, pension consulting, and portfolio management for individuals. They also offer selection of other advisers. The firm has one investment advisory function and does not participate in any wrap fee programs.

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Assets Under Management

Not reported

Total Clients

Not reported

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lee Woodring’s Registration & Firm History

NY

01/03/2025 - Present

Indivisible Partners, LLC (PITTSFORD NY)

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Licenses & Designations

IA

Issued 04/29/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 04/08/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Lee S Woodring. Review regulatory record here.
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