Brent Woolsey has been Managing Member & Chief Compliance Officer of Red Crane Wealth Management since July 2016, is a control person of the firm and directly owns between 50% and 75% of it.
Red Crane Wealth Management, LLC is a Palo Alto, CA firm with $152M under management, 156 clients and 3 advisers in one office, as of its February 2026 filing.
Brent Woolsey’s longest registration was 11 years at Ameriprise Financial Services, Inc. (2005–2016). Before joining Red Crane Wealth Management in 2016, Brent Woolsey was registered through Ameriprise Financial Services, Inc.
- – present · 10 yearsPalo Alto, CA · Adviser representative · Firm CRD 284006
- Ameriprise Financial Services, Inc.– · 11 yearsSan Francisco, CA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Brent Woolsey is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2016; the most recent is Texas, in March 2018.
- CaliforniaSince 7 July 2016
- TexasResidentSince 1 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 February 2005 |
| Series 7 | General Securities Representative Examination | 13 January 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brent John Woolsey
- CRD
- 4863635
- Firm
- Red Crane Wealth Management · CRD 284006
- Role
- Managing Member & Chief Compliance Officer
- Office
- 3000 EL CAMINO REAL, BUILDING 4, SUITE 200, Palo Alto, CA 94306
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Brent Woolsey work?
Brent Woolsey has been Managing Member & Chief Compliance Officer of Red Crane Wealth Management, LLC since July 2016, and is a control person of the firm.
Is Brent Woolsey a financial advisor?
Yes. Brent Woolsey has a current investment-adviser registration in California and Texas, through Red Crane Wealth Management since July 2016.
How many years of experience does Brent Woolsey have?
Brent Woolsey has 21 years in the financial industry, since February 2005, across 2 adviser firms.
What exams has Brent Woolsey passed?
Brent Woolsey has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2005. FINRA credited Brent Woolsey with the SIE, which began in October 2018.
Where did Brent Woolsey work before Red Crane Wealth Management?
Before Red Crane Wealth Management, Brent Woolsey was registered through Ameriprise Financial Services, Inc., February 2005 to July 2016.
Where is Brent Woolsey based?
Brent Woolsey’s registered office is in Palo Alto, CA.
Is Brent Woolsey registered with FINRA?
No. Brent Woolsey has no current broker registration.
How can I verify Brent Woolsey’s record?
Search CRD 4863635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brent Woolsey’s full registration record.