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Operations Principal · Kingswood Wealth Advisors, LLC

Nicole M. English

CRD 5015793 · Named on Form ADV at one SEC-registered adviser

At a glance

Kingswood Wealth Advisors, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $3.8 billion in regulatory assets, lists Nicole M. English on its Form ADV as Operations Principal.

Firms and roles

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Nicole’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
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Nicole on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicole’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.