Dimitri
Redwood

Horizon Investments LLC

CRD#7294362
Investment Advisor
in Charlotte, NC

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About this Advisor

Dimitri Redwood is a financial advisor based in Charlotte, North Carolina, working with Horizon Investments LLC. Dimitri has previously held positions at Trinity Wealth Securities L.L.C, Wofford College, Midview High School, Grandsouth Bank, City Of Spartanburg, Kohl's Corporation, Florida Financial Advisors, Florida Financial Advisors Dba Tristate Financial Advisors, Trinity Wealth Securities, LLC, Horizon Investments LLC, and Quasar Distributors, LLC. Dimitri has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Dimitri is part of Horizon Investments LLC, which operates out of Charlotte, North Carolina. The firm has 74 employees and manages assets totaling $4.5 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Horizon Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6210 Ardrey Kell Road Ste 300
Charlotte, NC 28277

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Horizon Investments LLC Brokerage Details

Total Assets Under Management

$4,466,593,018

NC Average: $3,625,019,099
Total Number of Employees

74

NC Average: 22
Total Number of Accounts

3,367

NC Average: 1,917
Average Account Size

$1,326,579

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Dimitri Redwood Work History

2023 - Present (1 year)

Quasar Distributors, LLC

2022 - Present (2 years)

Horizon Investments LLC

2022 - 2022 (< 1 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2022 - 2022 (< 1 year)

Trinity Wealth Securities, LLC

2020 - 2022 (2 years)

Trinity Wealth Securities L.L.C

2020 - 2020 (< 1 year)

Grandsouth Bank

2020 - 2020 (< 1 year)

Kohl'S Corporation

2020 - 2022 (2 years)

Florida Financial Advisors

2018 - 2018 (< 1 year)

City Of Spartanburg

2017 - 2017 (< 1 year)

City Of Spartanburg

2016 - 2020 (4 years)

Wofford College

2016 - 2016 (< 1 year)

Wofford College

2012 - 2016 (4 years)

Midview High School

Disclosures

Please visit the SEC profile of Dimitri Redwood 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 Horizon Investments LLC

Matthew Terry
Charlotte, NC
Scott Ferrette
San Francisco, CA
Danielle Learned
Charlotte, NC
Casey R Hazen
Charlotte, NC
Matthew Bond
Charlotte, NC
John Pifer
Charlotte, NC
Gregory Manning
Charlotte, NC
Eric Anthony
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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