Red Spruce Capital, LLC

Red Spruce Capital, LLC (CRD# 158720) is a financial advisory firm headquartered in Berwyn, PA. They manage $70,633,980 in 167 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $422,958
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
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 32 years of experience in the finance industry.

2
Amish B. Desai
CRD#: 5961705
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
90
Wealthminder
score

Amish Desai (CRD# 5961705) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 5 years of experience in the finance industry.

3
Mark J. Vasquez
CRD#: 5961702
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
90
Wealthminder
score

Mark Vasquez (CRD# 5961702) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 5 years of experience in the finance industry.

4
Rahul R. Shah
CRD#: 4669305
Corvallis, OR
88
Wealthminder
score

Rahul Shah (CRD# 4669305) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Corvallis, OR and has over 2 years of experience in the finance industry.

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