Ezra S. Samet

REDWOOD INVESTMENTS

BOSTON, MA 02110

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CRD#: 6275083

Professional summary

Ezra S Samet is a registered financial advisor currently at REDWOOD INVESTMENTS, LLC located in Boston, Massachusetts.

Ezra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ezra has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ezra S Samet's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 18, 2018 - Present

REDWOOD INVESTMENTS, LLC

Office #1: 265 Franklin Street Suite 1603, Boston, MA 02110

RIA

CRD#: 133028

BOSTON, 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".

REDWOOD INVESTMENTS, LLC

HYPERION INVESTMENTS LLC | REDWOOD INVESTMENTS, LLC

CRD#: 133028 / SEC#: 801-63597

RIA

Registered Investment Advisory firm - (10/20/2004 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

Massachusetts
(9/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

REDWOOD INVESTMENTS, LLC

HYPERION INVESTMENTS LLC | REDWOOD INVESTMENTS, LLC

CRD#: 133028 / SEC#: 801-63597

RIA

Registered Investment Advisory firm - (10/20/2004 Approved)

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Contact information

Main Address

265 Franklin Street Suite 1603, Boston, MA 02110

Mailing Address

Phone number

(617) 467-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REDWOOD INVESTMENTS ADV PART 2B (3/31/2025)

REDWOOD INVESTMENTS ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 1,051,815,908

Red Flags

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

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Ezra S. Samet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ezra S Samet's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDWOOD INVESTMENTS, LLC

Primary Firm SEC Registration

REDWOOD INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Current Firm

REDWOOD INVESTMENTS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDWOOD INVESTMENTS, LLC

TRUST BUT VERIFY

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