Red Spruce Capital, LLC

Red Spruce Capital, LLC (CRD# 158720) is a financial advisory firm headquartered in Berwyn, PA. They manage $200,695,548 in 310 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
https://www.twitter.com/redsprucecap
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $647,405
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
The map below shows states where this firm has explicit registration only.

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

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

Amish Desai (CRD# 5961705) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 12 years of experience in the finance industry.

2
Mark Kennedy, financial advisor Berwyn PA
Mark E. Kennedy
CRD#: 1205000
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312

Mark Kennedy (CRD# 1205000) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 39 years of experience in the finance industry.

3
Rahul Shah, financial advisor Corvallis OR
Rahul R. Shah
CRD#: 4669305
Corvallis, OR

Rahul Shah (CRD# 4669305) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Corvallis, OR and has over 9 years of experience in the finance industry.

4
Mark Vasquez, financial advisor Berwyn PA
Mark J. Vasquez
CRD#: 5961702
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312

Mark Vasquez (CRD# 5961702) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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