David
Cechanowicz

Redw Wealth LLC

CRD#844079
Investment Advisor
in Albuquerque, NM

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About this Advisor

David Cechanowicz is a financial advisor in Albuquerque, New Mexico. Currently a registered financial advisor at Redw Wealth LLC, Cechanowicz has 12 years of experience in the financial advisory industry. Cechanowicz has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Cechanowicz can operate based out of Arizona and New Mexico. Their career trajectory has included roles at New England Securities, Social Security Timing and Redw Wealth (Formerly Redw Stanley Financial Advisors). Redw Wealth LLC is headquartered in Albuquerque, New Mexico. In total, Redw Wealth LLC manages $754 million in assets covering 980 client accounts and retains 12 staff members. The amount of assets the firm manages makes it one of the larger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 38% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Redw Wealth LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

7425 Jefferson Ne
Albuquerque, NM 87109

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Redw Wealth LLC Brokerage Details

Total Assets Under Management

$753,879,593

NM Average: $3,612,835,751
Total Number of Employees

12

NM Average: 18
Total Number of Accounts

980

NM Average: 517
Average Account Size

$769,265

NM Average: $6,988,077

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

David Cechanowicz Work History

David has 12 years of experience.

2016 - Present (5 years)

Redw Wealth (Formerly Redw Stanley Financial Advisors)

2014 - 2016 (2 years)

Social Security Timing

2008 - 2014 (6 years)

New England Securities

Disclosures

David Cechanowicz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Redw Wealth LLC

Bernadine Sanchez
Albuquerque, NM
Carl Alongi
Albuquerque, NM
Van Billops
Albuquerque, NM
Paul Madrid
Albuquerque, NM
David Cechanowicz
Albuquerque, NM
Ryan Hart
Phoenix, AZ
Dorine Sanchez
Albuquerque, NM
Robert Latimer
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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