Kalyan Kavili (CRD# 5511974) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Miami, FL and has over 15 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Partners, LLC | Miami, FL | May 2023 - Current | 1 |
| Kingswood Wealth Advisors LLC | Stockbridge, GA | Jan 2022 - Current | 2 |
| Benchmark Investments, Inc. | New York, NY | May 2021 - Current | 3 |
| Benchmark Advisory Services, LLC | New York, NY | May 2021 - Jan 2022 | < 1 |
| Ameriprise Financial Services, Inc. | Miami, FL | Aug 2015 - May 2021 | 5 |
| Jhs Capital Advisors,llc | Tampa, FL | Feb 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- FL
- IA
- NJ
- NY
- TX
- UT
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Total Assets Under Management1,043MILLIONS
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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