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Michael Scott Fedyshyn

Michael S. Fedyshyn

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CRD#: 6803187
Michael Scott Fedyshyn

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.

Michael Scott Fedyshyn, CFP® was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2017. Michael had worked at 3 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Fedyshyn CPA Group PLLC; non-investment related; Located at: 110 Laurel Ridge Dr, Cherryville NC 2802; CPA Firm; Owner & CPA; Start date: 10/2014; 40 hours per week; 40 hours during trading hours; Tax preparation. Fedyshyn Financial Group LLC; non-investment related; Located at: 110 Laurel Ridge Dr, Cherryville NC 2802; Insurance Agency; Start Date: 06/2019; Owner & Producer; 4 hours per week; 4 hours during trading hours. Redwood Tax Specialists LLC; non-investment related; Located at: 110 Laurel Ridge Dr, Cherryville NC 2802; Insurance Agency; Start Date: 06/2019; Owner & Producer; 4 hours per week; 4 hours during trading hours. Fedyshyn Real Estate Group LLC; non-investment related; Located at:110 Laurel Ridge Dr, Cherryville NC 28021; a property management firm; Owner; Start date: 6/28/2019; 4 Hours per month devoted to the business; 0 Trading Hours.

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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Past

April 19, 2021 - March 28, 2025

REDWOOD PRIVATE WEALTH

RIA
CRD#: 312942
Cherryville, NC
Past

July 31, 2020 - April 28, 2021

IRON RIVER CAPITAL LLC

RIA
CRD#: 173307
Cherryville, NC
Past

May 24, 2017 - August 23, 2019

ATP WEALTH LLC

RIA
CRD#: 166885
Charlotte, NC

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

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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