Bryan
Nicolaysen
Redwood Private Wealth
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About this Advisor
Bryan Nicolaysen is a financial advisor working in Highland, New York who has 1 year of industry experience. Nicolaysen is an employee of Redwood Private Wealth. The advisor has gained experience at Mass Mutual Life Insurance Company, Mml Investors Services, Bankers Life, Suny Plattsburgh/ Arlington High School, Brookstone Capital Management, Bryan Nicolaysen - Sole Proprietorship, Redwood Private Wealth LLC and Nicolaysen Wealth Partners, Inc. Nicolaysen has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Redwood Private Wealth is a registered investment company operating out of Phoenix, AZ. The investment advisory business has offices in 12 locations and a total of 51 people on staff. It administers $204 million in assets under management across its 1,788 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,788 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in investable assets. The business 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 for financial management typically vary depending on which services the firm provides the client. However, fees billed by Redwood Private Wealth most likely 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
Bryan Nicolaysen Work History
Bryan has been registered as a financial advisor for 1 years.*
Redwood Private Wealth LLC
Nicolaysen Wealth Partners, Inc
Bryan Nicolaysen - Sole Proprietorship
Brookstone Capital Management
Mass Mutual Life Insurance Company
Mml Investors Services
Bankers Life
Suny Plattsburgh/ Arlington 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 Bryan Nicolaysen 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
Cherryville, NC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Aiken, SC
Phoenix, AZ
Middletown, DE
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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