Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Domenick Colicchia

Redwood Private Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Domenick Colicchia

Peter Domenick Colicchia is an Investment Advisor Representative with Redwood Private Wealth. Peter has been in the industry since 2008. Peter has a Series 65 license and holds registrations in New Jersey. Peter is also an insurance producer and sells life and fixed annuity products. Peter is a member of Protected Goals, LLC.

Firm Information

Peter Colicchia 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Colicchia’s Registration & Firm History

NJ

08/16/2022 - Present

Redwood Private Wealth (FREEHOLD NJ)

Not sure if Peter Domenick Colicchia is right for you?

Licenses & Designations

IA

Issued 10/31/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Domenick Colicchia.
Not sure if Peter Domenick Colicchia is right for you?