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).

By the Numbers
  • Total Assets Under Management
    969
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kingswood Wealth Advisors, LLC
Showing 41 - 50 of 62 top financial advisors.
41
Scott R. Rothbort
CRD#: 2072153
Hendersen, NV

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.

42
Robert J. Ryder
CRD#: 1385076
Severna Park, MD

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.

43
David Salinas
CRD#: 5324541
11440 W. Bernardo Ct., Suite 300, San Diego, CA 92127

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.

44
Donald P. Skinner
CRD#: 1448818
280 E Hamilton Ave, Suite G, Campbell, CA 95008

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.

45
Daniel F. Spagnolo
CRD#: 1229708
Huntington Station, NY

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.

46
Peter F. Steger
CRD#: 1179788
120 S Lasalle, Suite 1710, Chicago, IL 60603

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.

47
Michael Tsiaklides
CRD#: 3146429
914 S. Kirkwood Rd., Suite 100, Saint Louis, MO 63122

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.

48
Barry Waxler
CRD#: 2337255
San Diego, CA

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.

49
Anthony A. Nardi
CRD#: 6316932
11440 W. Bernardo Ct., Suite 300, San Diego, CA 92127

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.

50
Eric A. Cardenas
CRD#: 2278954
Redondo Beach, CA

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.

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