Bryan Nicolaysen (CRD# 6587726) is an Investment Advisor Representative working at Redwood Private Wealth in Highland, NY and has over 8 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Jul 2022 - Current | 1 |
| Nicolaysen Wealth Partners, Inc. | Highland, NY | Apr 2021 - Current | 3 |
| Bryan Nicolaysen - Sole Proprietorship | Highland, NY | Apr 2016 - Current | 8 |
| Brookstone Capital Management | Wheaton, IL | Apr 2021 - Jul 2022 | 1 |
| Mml Investors Services | Tarrytown, NY | Dec 2015 - Apr 2016 | < 1 |
| Mass Mutual Life Insurance Company | Tarrytown, NY | Nov 2015 - Apr 2016 | < 1 |
| Bankers Life | Wappingers Falls, NY | Jul 2014 - Oct 2015 | 1 |
| Suny Plattsburgh/ Arlington High School | Plattsburgh/ Lagrangeville, NY | Jan 2005 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- NY
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Total Assets Under Management268MILLIONS
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$149,643
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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