Jamilah Mccluney
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.
Jamilah Mccluney was a registered financial professional .
Jamilah is a previously registered financial professional and started their career in finance in 2021. Jamilah had worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 4, 2022 - March 31, 2025
REDWOOD PRIVATE WEALTH
August 18, 2021 - April 1, 2022
BLUE OCEAN CAPITAL MANAGEMENT, LLC
April 12, 2021 - August 4, 2021
VIRTUE CAPITAL MANAGEMENT, LLC
January 21, 2021 - April 22, 2021
BELPOINTE ASSET MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
REDWOOD PRIVATE WEALTH
CRD#: 312942 / SEC#: 801-120723
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,788 |
| 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.
