Michael
Watkins

Redwood Private Wealth

CRD#5893859
Investment Advisor
in Oldsmar, FL

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About this Advisor

Michael Watkins is a financial advisor operating in Oldsmar, Florida, who has 1 year of relevant experience. Watkins is on the advisory team at Redwood Private Wealth. During their career, Watkins has held roles at Tampa Bay Advisory, Wealth Financial Advisory Services, LLC, Horter Investment Management and Redwood Private Wealth LLC. Watkins maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Florida. Redwood Private Wealth is an advisory business based in Phoenix, AZ. The firm has offices in 12 locations and a total of 51 financial advisors. It controls $204 million in total assets among its 1,788 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,788 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types billed by Redwood Private Wealth likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

172-A State Street East
Oldsmar, FL 34677

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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

Michael Watkins Work History

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

2022 - Present (2 years)

Redwood Private Wealth LLC

2010 - Present (14 years)

Tampa Bay Advisory

2019 - 2022 (3 years)

Horter Investment Management

2014 - 2019 (5 years)

Wealth Financial Advisory Services, LLC

*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 Michael Watkins 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
Michael Fedyshyn
Cherryville, NC
Jason Mcgarrh
Phoenix, AZ
Casey Cason
Phoenix, AZ
Christopher Hammond
Phoenix, AZ
Carey Hanna
Aiken, SC
Charles Trakas
Middletown, DE
John Wright
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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