Daniel Spagnolo, financial advisor Huntington Station NY

Daniel Spagnolo

CRD Number: 1229708
Current Firm: Kingswood Wealth Advisors, LLC

Daniel Spagnolo (CRD# 1229708) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Huntington Station, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Kingswood Capital Partners, LLC Huntington Station, NY Mar 2022 - Current 2
Kingswood Wealth Advisors Huntington Station, NY Mar 2022 - Current 2
American Portfolios Finanical Services, Inc. Holbrook, NY Jan 2011 - Mar 2022 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Daniel F. Spagnolo
Phone Number: 800-535-6981
Registered State(s):
  • CA
  • DE
  • NH
  • NJ
  • NY
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    969
    MILLIONS
  • Total Number of Accounts
    2,720
    ACCOUNTS
  • Average Account Value
    $356,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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