Unclaimed Profile

Alessandro Abaroa

KINGSVIEW WEALTH MANAGEMENT, LLC·GRANTS PASS, Oregon

Series 3, Series 4, Series 7, Series 24, Series 63, Series 6511 years registeredKINGSVIEW WEALTH MANAGEMENT, LLC

509 SE 7TH STREET, GRANTS PASS, OR 97526CRD# 2311221Firm CRD# 148107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alessandro Abaroa · GRANTS PASS, OR

Registration

CRD #2311221 · KINGSVIEW WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KINGSVIEW WEALTH MANAGEMENT, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC

May 2025 – Jun 2025

PLANTATION, FL

KINGSVIEW WEALTH MANAGEMENT, LLC

Feb 2015 – May 2023

PLANTATION, FL

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 13, 2015

Years registered · 11

Disclosure History

2000Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KINGSVIEW WEALTH MANAGEMENT, LLC

CRD 148107 · SEC 801-79198

AUM

$4.8B

Regulatory assets under management

Employees

190

18,332 client accounts

Services offered by KINGSVIEW WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at KINGSVIEW WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alessandro Abaroa offer?

Alessandro Abaroa specializes in Financial Planning, Investment Management, Wealth Management.

What are Alessandro Abaroa's credentials?

Alessandro Abaroa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alessandro Abaroa located?

Alessandro Abaroa is based in GRANTS PASS, Oregon, last registered with KINGSVIEW WEALTH MANAGEMENT, LLC.

How does Alessandro Abaroa charge for services?

Alessandro Abaroa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KINGSVIEW WEALTH MANAGEMENT, LLC?

KINGSVIEW WEALTH MANAGEMENT, LLC has approximately 190 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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