Dorine Beverly Sanchez
Investment adviser representative at Redw Wealth LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$869.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Redw Wealth LLCMar 2006 to now
- Redw Wealth (formerly Redw Stanley Financial Advisors)Jan 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (AZ, NM, TX).
Redw Wealth LLC
$869.2MAssets managed
403Clients
8Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5004118
- Firm CRD
- 109446