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Murray I Woloshin

Redwood Private Wealth

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About Murray I Woloshin

Murray Woloshin is an investment advisor representative with Redwood Private Wealth. Murray has been in the financial services industry since 1983. Murray Woloshin holds a Series 7 and Series 63 license. Murray Woloshin is a Chartered Financial Analyst.

Firm Information

Murray Woloshin is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Murray Woloshin’s Registration & Firm History

NJ

10/31/2022 - Present

Redwood Private Wealth (FREEHOLD NJ)

NJ

08/26/1996 - 12/14/1998

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

MA

11/23/1983 - 04/17/1989

SMA EQUITIES, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 09/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Murray I Woloshin.
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