Red Spruce Capital, LLC

Red Spruce Capital, LLC (CRD# 158720) is a financial advisory firm headquartered in Berwyn, PA. They manage $107,295,104 in 226 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $474,757
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, MI, NJ, NY, OR, PA, TX

Financial Advisors at Red Spruce Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Amish B. Desai
CRD#: 5961705
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
93
Wealthminder
score

Amish Desai (CRD# 5961705) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 6 years of experience in the finance industry.

2
Mark E. Kennedy
CRD#: 1205000
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
93
Wealthminder
score

Mark Kennedy (CRD# 1205000) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 33 years of experience in the finance industry.

3
Mark J. Vasquez
CRD#: 5961702
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
93
Wealthminder
score

Mark Vasquez (CRD# 5961702) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 7 years of experience in the finance industry.

4
Rahul R. Shah
CRD#: 4669305
Corvallis, OR
90
Wealthminder
score

Rahul Shah (CRD# 4669305) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Corvallis, OR and has over 3 years of experience in the finance industry.

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