Unclaimed Profile

Benjamin Asher Lincoln

REDWOOD HOLDINGS, LLC·SANTA MONICA, California

SIE, Series 7, Series 6622 years registeredREDWOOD HOLDINGS, LLC

429 SANTA MONICA BLVD, SANTA MONICA, CA 90401CRD# 4701280Firm CRD# 173916

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Asher Lincoln · SANTA MONICA, CA

Registration

CRD #4701280 · REDWOOD HOLDINGS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

REDWOOD WEALTH MANAGEMENT, LLC

Nov 2014 – present

LPL FINANCIAL LLC

Dec 2007 – Dec 2014

CHARLOTTE, NC

A. G. EDWARDS & SONS, INC.

Jul 2004 – Dec 2007

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 7, 2004

Years registered · 22

Disclosure History

2021Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

REDWOOD HOLDINGS, LLC

CRD 173916 · SEC 801-117866

AUM

$381M

Regulatory assets under management

Employees

444 client accounts

Services offered by REDWOOD HOLDINGS, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at REDWOOD HOLDINGS, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Asher Lincoln offer?

Benjamin Asher Lincoln specializes in Investment Management, Fee-Only Advisory. Contact their office in SANTA MONICA, California for a consultation.

What are Benjamin Asher Lincoln's credentials?

Benjamin Asher Lincoln is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Asher Lincoln located?

Benjamin Asher Lincoln is based in SANTA MONICA, California, working with REDWOOD HOLDINGS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Benjamin Asher Lincoln charge for services?

Benjamin Asher Lincoln's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REDWOOD HOLDINGS, LLC?

REDWOOD HOLDINGS, LLC has approximately 4 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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