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Randall Barlow Boscow

Redwood Private Wealth

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About Randall Barlow Boscow

Randall Barlow Boscow is an Investment Advisor Representative with Redwood Private Wealth, based in Seattle, WA. Randall has over 30 years of experience in the financial services industry. Randall has a deep understanding of investment strategies and is committed to providing personalized financial advice to help clients achieve their financial goals. Randall is a registered Investment Advisor Representative in Washington and holds the Series 63, 65, 7 and 24 securities licenses. Randall has previously worked at a number of other firms including Pacer Financial, Inc., ALPS Distributors, Inc., Mutual of Omaha Investor Services, Inc., Octavus LLC, Citigroup Global Markets Inc., MFS Fund Distributors, Inc., Essex National Securities, Inc., Planco Financial Services, Inc., Endeavor Group and E. F. Hutton & Company Inc.

Firm Information

Randall Boscow 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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Randall Boscow’s Registration & Firm History

AZ

10/18/2023 - Present

Redwood Private Wealth (PHOENIX AZ)

PA

02/10/2016 - 11/11/2016

PACER FINANCIAL, INC. (MALVERN PA)

CO

04/01/2013 - 12/18/2013

ALPS DISTRIBUTORS, INC. (DENVER CO)

NE

05/27/2009 - 04/01/2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

MN

05/13/2004 - 12/18/2007

OCTAVUS LLC (EXCELSIOR MN)

NY

03/06/2002 - 09/19/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MA

06/08/1998 - 07/06/2001

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

CA

10/23/1992 - 06/01/1998

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

CT

06/22/1989 - 09/24/1992

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

CO

08/15/1985 - 06/26/1989

ENDEAVOR GROUP (DENVER CO)

NA

07/28/1981 - 08/15/1984

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 09/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/1993

Series 24 - General Securities Principal Examination

BC

Issued 11/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1981

Series 5 - Interest Rate Options Examination

BC

Issued 07/18/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randall Barlow Boscow.
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