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Michael Scott Fedyshyn

Michael Scott Fedyshyn

CFP®
CRD# 6803187·Registered 2017 - 2025
Previously Registered: Being a previously registered professional could mean that Michael 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.

Professional Summary

Michael Scott Fedyshyn, CFP® was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 2017 - 2025. Michael had worked at 3 firms.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2016

Years of Experience

7 years in the financial services industry

Current & Past Employments

REDWOOD PRIVATE WEALTH·CRD# 312942
RIA
Cherryville, NC
April 19, 2021 - March 28, 2025
IRON RIVER CAPITAL LLC·CRD# 173307
RIA
Cherryville, NC
July 31, 2020 - April 28, 2021
ATP WEALTH LLC·CRD# 166885
RIA
Charlotte, NC
May 24, 2017 - August 23, 2019

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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

Contact Information

Main Address

3930 E. Ray Road Suite 155, Phoenix, AZ 85044

Phone Number

(480) 646-3504

# of Employees

61

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2024)

Regulatory Assets Under Management

Total Number of Accounts

1,788

AUM (Assets Under Management)

$267,560,801

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary)

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

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Michael Scott Fedyshyn
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