Murray
Woloshin
Redwood Private Wealth
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About this Advisor
Murray Woloshin is a chartered financial analyst who works out of Freehold, New Jersey who has 1 year of relevant experience. Woloshin is on the advisory team at Redwood Private Wealth. Over the course of their career, Woloshin has held roles at Furraylogic, LTD, Bfc Consultants, LTD, Bfc, New Century Capital Management, LLC, Redwood Private Wealth LLC and Proteced Goals, LLC. Woloshin has a Series 63 license, qualifying them as a securities representative, and is able to work in New Jersey. Redwood Private Wealth is a company headquartered in Phoenix, AZ. The company has offices in 12 locations and a total of 51 employees. It controls $204 million in assets under management between its 1,788 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,788 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Redwood Private Wealth has 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 typically are based on the services offered. Fee types charged by Redwood Private Wealth can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Murray Woloshin Work History
Murray has been registered as a financial advisor for 1 years.*
Redwood Private Wealth LLC
Proteced Goals, LLC
New Century Capital Management, LLC
Bfc Consultants, LTD
Furraylogic, LTD
New Century Capital Management, LLC
Bfc
*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 Murray Woloshin 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
Phoenix, AZ
Phoenix, AZ
Cherryville, NC
Phoenix, AZ
Middletown, DE
Phoenix, AZ
Phoenix, AZ
Aiken, SC
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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