Financial ADVSR advisor directory · SEC adviser records
Redwood Money financial advisors in California
Every SEC-registered investment adviser representative at a Redwood Money office in California, by city and A to Z.
The short answer
3 registered advisors work at Redwood Money in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in San Jose (2). 2 list the CFP designation and 0 are also registered broker representatives.
Redwood Money advisors by city in California
Every firm in California →Redwood Money advisors in California, A to Z
Search by name →- Chengkuo J. ChenSan Jose
- Jeffrey M. ClarkSan Jose · Certified Financial Planner
- Nathaniel J. SarkarSunnyvale · Certified Financial Planner
Redwood Money advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Redwood Money financial advisors are in California?
3 investment adviser representatives are registered at Redwood Money offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Redwood Money have the most advisors?
San Jose, with 2, then Sunnyvale (1). Redwood Money has advisors in 2 cities in California.
How do I check a Redwood Money advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Redwood Money office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.