Unclaimed Profile

Daniel Robinson Preslar

REDWOOD HOLDINGS, LLC·SANTA MONICA, California

SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 66, Series 99TOClean record21 years registeredREDWOOD HOLDINGS, LLC

429 SANTA MONICA BLVD, SANTA MONICA, CA 90401CRD# 4678872Firm CRD# 173916

Profile Verification

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

Identity

Daniel Robinson Preslar · SANTA MONICA, CA

Registration

CRD #4678872 · REDWOOD HOLDINGS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

1618 ADVISORS LLC

May 2024 – present

REDWOOD WEALTH MANAGEMENT, LLC

Apr 2015 – May 2024

SANTA MONICA, CA

LPL FINANCIAL LLC

Dec 2007 – Apr 2015

CHARLOTTE, NC

A. G. EDWARDS & SONS, INC.

Aug 2004 – Dec 2007

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 63

Series 66

Series 99TO

Registration record

First registered · August 26, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Daniel Robinson Preslar offer?

Daniel Robinson Preslar specializes in Investment Management, Fee-Only Advisory. Contact their office in SANTA MONICA, California for a consultation.

What are Daniel Robinson Preslar's credentials?

Daniel Robinson Preslar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Robinson Preslar located?

Daniel Robinson Preslar 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 Daniel Robinson Preslar charge for services?

Daniel Robinson Preslar'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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