Roman
Sandoval
Redw Wealth LLC
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About this Advisor
Roman Sandoval is a financial advisor based in Albuquerque, New Mexico, working with Redw Wealth LLC. Roman has previously held positions at the University Of New Mexico, Bbva Securities Inc, Bbva Insurance Agency, Inc, Bbva Usa, Nylife Securities LLC, New York Life Insurance Company, and Redw Wealth LLC. Roman has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, New Mexico, Utah, and Virginia. Currently, Roman is part of Redw Wealth LLC, which operates out of Albuquerque, New Mexico. The firm has 2 offices and 17 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Redw Wealth LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redw Wealth LLC Brokerage Details
$1,004,648,408
17
1,227
$818,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Roman Sandoval Work History
Redw Wealth LLC
Bbva Securities Inc
Bbva Insurance Agency, Inc
Bbva Usa
Nylife Securities LLC
New York Life Insurance Company
University Of New Mexico
Disclosures
Please visit the SEC profile of Roman Sandoval 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 Redw Wealth LLC
Albuquerque, NM
Phoenix, AZ
Albuquerque, NM
Albuquerque, NM
Phoenix, AZ
Phoenix, AZ
Albuquerque, NM
Albuquerque, NM
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