Redwood Investments, LLC

Redwood Investments, LLC (CRD# 133028) is a financial advisory firm headquartered in Newton, MA. They manage $1,982,299,098 in 179 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,982
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $11,074,297
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CT, DE, GA, MA, MD, NY, PA, TX

Financial Advisors at Redwood Investments, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Valerie B. Klaiman
CRD#: 1194455
One Gateway Center, Suite 802, Newton, MA 02458

Valerie Klaiman (CRD# 1194455) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has over 36 years of experience in the finance industry.

2
Michael J. Mufson
CRD#: 4875863
One Gateway Center, Suite 802, Newton, MA 02458

Michael Mufson (CRD# 4875863) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has 1 year of experience in the finance industry.

3
Ezra S. Samet
CRD#: 6275083
One Gateway Center, Suite 802, Suite 802, Newton, MA 02458

Ezra Samet (CRD# 6275083) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has 1 year of experience in the finance industry.

4
Jennifer K. Silver
CRD#: 2916296
One Gateway Center, Suite 802, Newton, MA 02458

Jennifer Silver (CRD# 2916296) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has over 23 years of experience in the finance industry.

5
Donald W. Smith
CRD#: 2875517
One Gateway Center, Suite 802, Suite 802, Newton, MA 02458

Donald Smith (CRD# 2875517) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has 1 year of experience in the finance industry.

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