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Michael Todd Messinger

Redwood Investment Management, LLC

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About Michael Todd Messinger

Michael Messinger is an investment advisor representative at Redwood Investment Management, LLC. Michael has worked in the financial services industry since 2001 and has experience in providing investment advisory services to individuals, investment companies, and pooled investment vehicles. Michael also is a Chief Executive Officer at Mulholland Wealth Advisors, LLC, where he helps build out the firm. Michael holds a Series 7 and Series 66 license.

Firm Information

Michael Messinger is currently registered with Redwood Investment Management, LLC. Redwood Investment Management, LLC is an investment advisor based in Scottsdale, Arizona. The firm provides portfolio management services for individuals, investment companies, and pooled investment vehicles. They also serve as a sub-advisor to other investment advisors. Redwood Investment Management manages approximately $1 billion to $10 billion in assets and has over 1,700 client accounts.
Redwood Investment Management, LLC

4110 N. SCOTTSDALE RD., STE. 125

SCOTTSDALE, AZ 85251

$2.73B

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolio and sub-adviser to investment advisers, and sub-adviser to affiliated investment adviser.

Model portfolio and sub-adviser to investment advisers, and sub-adviser to affiliated investment adviser.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Messinger’s Registration & Firm History

CA

04/11/2017 - Present

Redwood Investment Management, LLC (LOS ANGELES CA)

MN

01/02/2009 - 03/15/2010

RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

06/14/2007 - 01/02/2009

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

PA

03/23/2004 - 05/15/2007

DIRECTED SERVICES LLC (WEST CHESTER PA)

CT

06/09/2003 - 04/08/2004

ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)

NJ

03/26/2001 - 06/26/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 03/27/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Todd Messinger.
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