MW
Murray I. Woloshin
BROOKWOOD INVESTMENT GROUP
NEW YORK, NY
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CRD#: 1188186
MW
Professional summary
Murray I Woloshin is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in New York, New York.
Murray is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Murray has worked at 6 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) FURRAYLOGIC, LTD; NON-INVESTED RELATED; 500 E. 77TH ST. NY, NY 10162; DEVELOPMENT AND SALE OF CUSTOMIZED SOFTWARE SYSTEM; PRESIDENT SINCE 1/2001; HRS PER MONTH: 80, HRS DURING TRADING :45 2) BFC CONSULTANTS, LTD; NON-INVESTED RELATED; 500 E. 77TH ST. NY, NY 10162; CONSULTING - FINANCIAL ANALYSIS & EXPERT WITNESS FOR LEGAL AND ACCOUNTING FIRMS; OWNER & PRESIDENT; SINCE 1/2003; HRS PER MONTH: 15, HRS DURING TRADING 5 3) PROTECTIVE GOALS, LLC; INVESTED RELATED; 23 BERKELEY TERRACE, LIVINGSTON NJ 07039; HEALTH, LIFE & FIXED ANNUITY SALES; PRESIDENT & LICENSED INSURANCE PRODUCER SINCE 2014; HRS PER MONTH: 5, HRS DURING TRADING:1
CRS (Client Relationship Summary) - RIA
Click below to view Murray I Woloshin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 4, 2025 - Present
BROOKWOOD INVESTMENT GROUP
RIA
CRD#: 316544
NEW YORK, NY
Past
October 31, 2022 - March 31, 2025
REDWOOD PRIVATE WEALTH
RIA
CRD#: 312942
FREEHOLD, NJ
Past
January 23, 2017 - December 31, 2022
NEW CENTURY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 146494
FREEHOLD, NJ
Past
August 5, 2008 - December 31, 2016
NEW CENTURY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 146494
FREEHOLD, NJ
Past
June 7, 2007 - December 31, 2007
NEW CENTURY PLANNING ASSOCIATES, INC.
RIA
CRD#: 118110
LIVINGSTON, NJ
Past
August 26, 1996 - December 14, 1998
C. J. M. PLANNING CORP.
BD
CRD#: 5698
POMPTON LAKES, NJ
Past
November 23, 1983 - April 17, 1989
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP
CRD#: 316544 / SEC#: 801-122508
RIA
Registered Investment Advisory firm - (10/18/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(9/16/2025)
IAR
New York(4/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP
CRD#: 316544 / SEC#: 801-122508
RIA
Registered Investment Advisory firm - (10/18/2021 Approved)Upgrade to AdvisorCheck Premium
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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
24
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,200 |
| AUM (Assets Under Management) | $ 1,064,198,265 |
Red Flags
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