DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Murray I Woloshin
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
1 y
since Apr 4, 2025
In the industry
30 y
since Sep 6, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Brookwood Investment Group independent RIA currentsince Apr 4, 2025 · New York, Ny
- Redwood Private Wealth formerOct 31, 2022 to Mar 31, 2025 · Freehold, Nj
- New Century Capital Management, LLC formerJan 23, 2017 to Dec 31, 2022 · Freehold, Nj
- New Century Capital Management, LLC formerAug 5, 2008 to Dec 31, 2016 · Freehold, Nj
- New Century Planning Associates, Inc. unclassifiedJun 7, 2007 to Dec 31, 2007 · Livingston, Nj
Moves
a registration end followed by a registration begin elsewhere
- Redwood Private Wealth to Brookwood Investment Groupleft Mar 31, 2025, registered Apr 4, 2025 (4 days) · corporate re-registration, not a move
- New Century Capital Management, LLC to Redwood Private Wealthleft Dec 31, 2022, registered Oct 31, 2022 (-61 days) · Other · moved with a team
- New Century Planning Associates, Inc. to New Century Capital Management, LLCleft Dec 31, 2007, registered Aug 5, 2008 (218 days) · Other
Signals
- Murray I Woloshin left New Century Capital Management, Llc for Redwood Private Wealth (registered 2022-10-31)Dec 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address