Dimitri
Redwood

Horizon Investments LLC

CRD#7294362
Investment Advisor
in Charlotte, NC

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About this Advisor

Dimitri Redwood is a financial advisor who works in Charlotte, North Carolina who has 1 year of relevant experience. Redwood is currently employed by Horizon Investments LLC. Over the course of their career, Redwood has held roles at Trinity Wealth Securities L.L.C, Wofford College, Midview High School, Grandsouth Bank, City Of Spartanburg, Kohl'S Corporation, Florida Financial Advisors, Florida Financial Advisors Dba Tristate Financial Advisors, Trinity Wealth Securities, LLC, Horizon Investments LLC and Quasar Distributors, LLC. Redwood maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in North Carolina. Horizon Investments LLC is a financial advisory business that has its headquarters in Charlotte, NC. It manages $4 billion in assets under management between its 3,414 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Horizon Investments LLC has a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Financial advisory fee schedules usually depend on the financial services offered. However, fees billed by Horizon Investments LLC can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6210 Ardrey Kell Road Ste 300
Charlotte, NC 28277

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Horizon Investments LLC Brokerage Details

Total Assets Under Management

$3,816,815,479

NC Average: $3,625,019,099
Total Number of Employees

72

NC Average: 22
Total Number of Accounts

3,414

NC Average: 1,917
Average Account Size

$1,117,989

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Dimitri Redwood Work History

Dimitri has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Quasar Distributors, LLC

2022 - Present (2 years)

Horizon Investments LLC

2022 - 2022 (< 1 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2022 - 2022 (< 1 year)

Trinity Wealth Securities, LLC

2020 - 2022 (2 years)

Trinity Wealth Securities L.L.C

2020 - 2020 (< 1 year)

Grandsouth Bank

2020 - 2020 (< 1 year)

Kohl'S Corporation

2020 - 2022 (2 years)

Florida Financial Advisors

2018 - 2018 (< 1 year)

City Of Spartanburg

2017 - 2017 (< 1 year)

City Of Spartanburg

2016 - 2020 (4 years)

Wofford College

2016 - 2016 (< 1 year)

Wofford College

2012 - 2016 (4 years)

Midview High School

*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 Dimitri Redwood 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 Horizon Investments LLC

Alice Heath
Charlotte, NC
Danielle Learned
Charlotte, NC
Tucker Macmillan
Charlotte, NC
Melissa Wendt
Indianapolis, IN
Jacob Silverstein
Charlotte, NC
John Pifer
Charlotte, NC
Casey R Hazen
Charlotte, NC
Thomas Lyons
Charlotte, NC

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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