President/cco · King Wealth Management Group, LLC
Lawrence E. King
CRD 2015201 · Named on Form ADV at one SEC-registered adviser
At a glance
King Wealth Management Group, LLC, an SEC-registered wealth manager based in Saratoga Springs, NY with $1.1 billion in regulatory assets, lists Lawrence E. King on its Form ADV as President/cco, a control person.
Firms and roles
- King Wealth Management Group, LLCPresident/ccoWealth manager · Saratoga Springs, NY · $1.1B in regulatory assets
AtlasMembers
Lawrence’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Daniel P. GaleVice President, King Wealth Management Group, LLC
- Jane M. QuinnSecretary, King Wealth Management Group, LLC
- Sally A KingTreasurer, King Wealth Management Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.