Curtis
Neuman

Redwood Private Wealth

CRD#2397204
Investment Advisor
in Ocala, FL

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About this Advisor

Curtis Neuman is a financial advisor who works out of Ocala, Florida with a total of 2 years of relevant experience. Neuman is currently employed by Redwood Private Wealth. Over the course of their career, Neuman has held roles at Financial Security Group, Inc, Mml Investors Services, Redwood Private Wealth LLC, Financial Security Advisors, Inc, Linsco Private Ledger Corp/Lpl Financial LLC, Usa Financial Securities Corporation, Purshe Kaplan Sterling Investments, Massmutual, Research Finanical Strategies and Redwood Tax Specialists. Neuman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Redwood Private Wealth is a registered investment business operating out of Phoenix, AZ. It has offices in 12 locations and a total of 51 employees. It administers $204 million in total assets between its 1,788 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,788 accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of financial services offered. Fees billed by Redwood Private Wealth most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Ocala, FL

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Redwood Private Wealth Brokerage Details

Total Assets Under Management

$204,343,703

FL Average: $1,555,372,352
Total Number of Employees

51

FL Average: 37
Total Number of Accounts

1,788

FL Average: 1,370
Average Account Size

$114,286

FL Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Curtis Neuman Work History

Curtis has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Redwood Private Wealth LLC

2019 - Present (5 years)

Redwood Tax Specialists

1996 - Present (28 years)

Financial Security Group, Inc

2020 - 2021 (1 year)

Mml Investors Services

2020 - 2021 (1 year)

Massmutual

2015 - 2020 (5 years)

Purshe Kaplan Sterling Investments

2015 - 2020 (5 years)

Research Finanical Strategies

2013 - 2015 (2 years)

Usa Financial Securities Corporation

2002 - 2013 (11 years)

Linsco Private Ledger Corp/Lpl Financial LLC

1999 - 2013 (14 years)

Financial Security Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Curtis Neuman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Redwood Private Wealth

John Matthews
Phoenix, AZ
Casey Cason
Phoenix, AZ
Jason Mcgarrh
Phoenix, AZ
Michael Fedyshyn
Cherryville, NC
Carey Hanna
Aiken, SC
Charles Trakas
Middletown, DE
John Wright
Phoenix, AZ
Christopher Hammond
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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