Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC (CRD# 288792) is a financial advisory firm headquartered in San Diego, CA. They manage $969,372,131 in 2,720 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management969MILLION
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Total Number of Accounts2,720ACCOUNTS
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Average Account Value$356,387
- 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
Scott Rothbort (CRD# 2072153) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Hendersen, NV and has over 32 years of experience in the finance industry.
Robert Ryder (CRD# 1385076) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Severna Park, MD and has over 38 years of experience in the finance industry.
David Salinas (CRD# 5324541) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Donald Skinner (CRD# 1448818) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Campbell, CA and has over 38 years of experience in the finance industry.
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.
Peter Steger (CRD# 1179788) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Chicago, IL and has over 39 years of experience in the finance industry.
Michael Tsiaklides (CRD# 3146429) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Saint Louis, MO and has over 25 years of experience in the finance industry.
Barry Waxler (CRD# 2337255) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Anthony Nardi (CRD# 6316932) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Eric Cardenas (CRD# 2278954) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Redondo Beach, CA and has over 31 years of experience in the finance industry.