KINGSWOOD WEALTH ADVISORS, LLC

SAN DIEGO, California·11 registered advisors·CRD# 288792
SEC# 801-11075543800-535-6981
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
80
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KINGSWOOD WEALTH ADVISORS, LLC

11 registered advisors
Anthony Nanula
SAN DIEGO, California
Ashley Jo Webb
SAN DIEGO, California
Derek Jerold Bruton
SAN DIEGO, California
Jaime Galione Golden
SAN DIEGO, California
Jeffrey A Tooke
SAN DIEGO, California
Jeremy Mathew Wilder
SAN DIEGO, California
Keith Edward Gregg
SAN DIEGO, California
Michael Haskel Nessim
SAN DIEGO, California
Mohamed A Alsoraimi
SAN DIEGO, California
Nicole Marie English
SAN DIEGO, California
Valeriy P Rayevskiy
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
11 advisors

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Data sourced from SEC Form ADV filings. KINGSWOOD WEALTH ADVISORS, LLC (CRD# 288792) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.