Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC (CRD# 288792) is a financial advisory firm headquartered in San Diego, CA. They manage $1,042,935,953 in 4,527 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,043MILLION
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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
Robert Defreze (CRD# 1051820) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Rochester, NY and has over 37 years of experience in the finance industry.
Stephen Digennaro (CRD# 4336997) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Rochester, NY and has over 22 years of experience in the finance industry.
Nelson Dort (CRD# 5386174) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Clearwater, FL and has over 2 years of experience in the finance industry.
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.
Daniel King (CRD# 5954543) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Danielle Mariano (CRD# 5704102) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Rochester, NY and has over 10 years of experience in the finance industry.
Jacob Pulver (CRD# 7091985) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in American Fork, UT and has over 2 years of experience in the finance industry.
Carly Rothbort (CRD# 7552139) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Henderson, NV and has 1 year of experience in the finance industry.
Richard Siminou (CRD# 5605796) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in New York, NY and has over 15 years of experience in the finance industry.
Douglas Solinsky (CRD# 4715268) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Cortlandt, NY and has over 20 years of experience in the finance industry.