Unclaimed Profile

Jeffrey Otto Largay

REDW WEALTH LLC·ALBUQUERQUE, New Mexico

Clean recordREDW WEALTH LLC

8801 HORIZON BLVD, SUITE 401, ALBUQUERQUE, NM 87113CRD# 7698971Firm CRD# 109446

Profile Verification

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

Identity

Jeffrey Otto Largay · ALBUQUERQUE, NM

Registration

CRD #7698971 · REDW WEALTH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Otto Largay is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with REDW WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

REDW WEALTH LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at REDW WEALTH LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: NEGOTIATED FEES FOR BUNDLED SERVICES

Regulatory

SEC/IARD CRD# 7698971

Firm CRD# 109446

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Otto Largay offer?

Jeffrey Otto Largay specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.

What are Jeffrey Otto Largay's credentials?

Jeffrey Otto Largay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Otto Largay located?

Jeffrey Otto Largay is based in ALBUQUERQUE, New Mexico, working with REDW WEALTH LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.

How does Jeffrey Otto Largay charge for services?

Jeffrey Otto Largay's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiated fees for bundled services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REDW WEALTH LLC?

REDW WEALTH LLC has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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