Eduard Kazatsky (CRD# 6859097) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Kingswood Wealth Advisors, LLC | New York, NY | May 2023 - Current | 1 |
Kingswood Capital Partners | New York, NY | Mar 2022 - Current | 2 |
Benchmark Investments, Inc. | Stockbridge, GA | Aug 2020 - May 2023 | 2 |
Unemployed | Fair Lawn, NJ | Jun 2019 - Aug 2020 | 1 |
Three Bridges Capital | New York, NY | Jun 2018 - Jun 2019 | 1 |
Student | Waltham, MA | Apr 2018 - May 2018 | < 1 |
Kaplow And Kaplow Cpa | Waltham, MA | Jan 2018 - Apr 2018 | < 1 |
Student | Waltham, MA | Aug 2017 - Jan 2018 | < 1 |
Bellagio Property Management | Fair Lawn, NJ | May 2017 - Aug 2017 | < 1 |
Student | Waltham, MA | Aug 2016 - May 2017 | < 1 |
Savini Restaurant | Allendale, NJ | May 2016 - Aug 2016 | < 1 |
Student | Waltham, MA | Sep 2015 - May 2016 | < 1 |
Professional Parking | Butler, NJ | Jun 2015 - Aug 2015 | < 1 |
Student | Fair Lawn, NJ | Jan 2010 - Jun 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- NY
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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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