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Randall B. Boscow

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CRD#: 1002676
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Randall Barlow Boscow, who also goes by Randall Barlow Boscow Mr., was a registered financial professional .

Randall is a previously registered financial professional and started their career in finance in 1981. Randall had worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 5, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Randall Barlow Boscow Mr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 18, 2023 - March 28, 2025

REDWOOD PRIVATE WEALTH

RIA
CRD#: 312942
SEATTLE, WA
Past

February 10, 2016 - November 11, 2016

PACER FINANCIAL, INC.

BD
CRD#: 137040
MALVERN, PA
Past

January 6, 2016 - November 11, 2016

PACER ADVISORS, INC.

RIA
CRD#: 137381
Leavenworth, WA
Past

June 25, 2015 - February 18, 2016

TRADEMARK CAPITAL MANAGEMENT INC.

RIA
CRD#: 214512
LEAVENWORTH, WA
Past

October 20, 2014 - September 8, 2015

TRADEMARK CAPITAL MANAGEMENT INC

RIA
CRD#: 110237
LEAVENWORTH, WA
Past

April 1, 2013 - December 18, 2013

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

March 28, 2012 - December 17, 2013

STADION MONEY MANAGEMENT, LLC

RIA
CRD#: 112608
WATKINSVILLE, GA
Past

March 18, 2010 - March 8, 2012

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
LEAVENWORTH, WA
Past

May 27, 2009 - April 1, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

February 4, 2008 - March 2, 2009

BUFFINGTON MOHR MCNEAL

RIA
CRD#: 109361
BOISE, ID
Past

May 13, 2004 - December 18, 2007

LOCORR DISTRIBUTORS, LLC

BD
CRD#: 41782
EXCELSIOR, MN
Past

March 6, 2002 - September 19, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 8, 1998 - July 6, 2001

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

October 23, 1992 - June 1, 1998

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

June 22, 1989 - September 24, 1992

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

August 15, 1985 - June 26, 1989

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

July 28, 1981 - August 15, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/27/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/19/1981
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RP
REDWOOD PRIVATE WEALTH
ACCELERATED WEALTH STRATEGIES | WEALTH PLANNERS ADVISORY GROUP | VET WEALTH | TRAKAS FINANCIAL LLC | TJ BEEMAN ADVISORY GROUP, INC. | THE RETIREMENT ASSET MANAGEMENT GROUP | TERRY MORTON WEALTH ADVISORS, LLC | TAMPA BAY ADVISORY, LLC | STRATEGIC ASSET MANAGEMENT, LTD. | RETIREMENT FINANCIAL CONSULTANTS LLC | RETIREMENT AND INVESTMENT SOLUTIONS, LLC | REDWOOD PRIVATE WEALTH, LLC | REDWOOD PRIVATE WEALTH | OSTB WEALTH STRATEGIES | NICOLAYSEN WEALTH PARTNERS, INC. | NEXTFOLIO | NEW CENTURY CAPITAL MANAGEMENT LLC | MKT INVESTMENTS, LLC | MKT INVESTMENTS | METROKAS-KAMISON ASSOCIATES | MATTHEWS INVESTMENT COMPANY | MARTIN SHAPIRO FINANCIAL SERVICES | MAIN STREET FINANCIAL STRATEGIES | LIVE LIFE WELL FINANCIAL | JNORTH FINANCIAL, LLC | INSPIRE WEALTH | HEARTFELT FINANCIAL SOLUTIONS, LLC | GOLD FEDERAL ADVISORS | FOCAL POINT FINANCIAL SERVICES | EVANS FINANCIAL GROUP, LLC | COMPASS WEALTH STRATEGIES | CASON FINANCIAL GROUP | BREESE FINANCIAL GROUP LLC | BLACKSTONE WEALTH PROTECTORS | BLACK WEALTH FINANCIAL | ADVISORS FINANCIAL PLANNING GROUP

CRD#: 312942 / SEC#: 801-120723

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Contact information


Main Address
3930 E. Ray Road Suite 155, Phoenix, AZ 85044
Mailing Address
Phone number
(480) 646-3504
Established
Firm type
Fiscal year end
# of Employees
61

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2024)

Regulatory assets under management


Total Number of Accounts1,788
AUM (Assets Under Management)$ 267,560,801

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REDWOOD PRIVATE WEALTH

CRD#: 312942

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