Michael
Fedyshyn

Redwood Private Wealth

CRD#6803187
Investment Advisor
in Cherryville, NC

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About this Advisor

Michael Fedyshyn is a financial advisor based in Cherryville, North Carolina, working with Redwood Private Wealth. Michael has previously held positions at Duke Energy, Fedyshyn Cpa Group Pllc, Iron River Capital LLC, and Redwood Private Wealth LLC. Michael is registered to provide services in North Carolina. Currently, Michael is part of Redwood Private Wealth, which operates out of Cherryville, North Carolina. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Cherryville, NC

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Redwood Private Wealth Brokerage Details

Total Assets Under Management

$267,560,801

NC Average: $1,555,372,352
Total Number of Employees

61

NC Average: 37
Total Number of Accounts

1,788

NC Average: 1,370
Average Account Size

$149,643

NC Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Fedyshyn Work History

2021 - Present (4 years)

Redwood Private Wealth LLC

2014 - Present (11 years)

Fedyshyn Cpa Group Pllc

2020 - 2021 (1 year)

Iron River Capital LLC

2013 - 2014 (1 year)

Duke Energy

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Disclosures

Please visit the SEC profile of Michael Fedyshyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Redwood Private Wealth

Bryan Nicolaysen
Highland, NY
William Anderson
Bolton, CT
Randall Boscow
Seattle, WA
Casey Cason
Phoenix, AZ
Gerald Sheridan
Phoenix, AZ
Jesse Galindo
Phoenix, AZ
Seth Friedman
Phoenix, AZ
Nicholas Bour
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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