Nelson
Secretario
Redwood Private Wealth
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About this Advisor
Nelson Secretario is a financial advisor based in Phoenix, Arizona, working with Redwood Private Wealth. Nelson has previously held positions at Planning Concepts, Retirement Wealth Advisors, Inc, Secretario Financial, LLC, Foundations Investment Advisors, LLC, Wealth Watch Advisors, Impact Partnership Wealth, LLC, Redwood Tax Specialists, and Redwood Private Wealth LLC. Nelson has passed the Series 63 regulatory exam and is registered to provide services in Hawaii. Currently, Nelson is part of Redwood Private Wealth, which operates out of Phoenix, Arizona. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$267,560,801
61
1,788
$149,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nelson Secretario Work History
Redwood Tax Specialists
Redwood Private Wealth LLC
Impact Partnership Wealth, LLC
Wealth Watch Advisors
Foundations Investment Advisors, LLC
Secretario Financial, LLC
Retirement Wealth Advisors, Inc
Planning Concepts
Disclosures
Please visit the SEC profile of Nelson Secretario to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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