Financial ADVSR advisor directory · SEC adviser records
King Wealth Management Group, LLC financial advisors in New York
Every SEC-registered investment adviser representative at a King Wealth Management Group, LLC office in New York, by city and A to Z.
The short answer
7 registered advisors work at King Wealth Management Group, LLC in New York, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Saratoga Springs (7). 2 list the CFP designation and 0 are also registered broker representatives.
King Wealth Management Group, LLC advisors by city in New York
Every firm in New York →King Wealth Management Group, LLC advisors in New York, A to Z
Search by name →- Nathaniel J. KingSaratoga Springs
- Michele M. MartinSaratoga Springs
- Sean B. MoynahanSaratoga Springs · Certified Financial Planner
- Jane M. QuinnSaratoga Springs
- Jolyn C. SweetSaratoga Springs
- Kenneth J. TerpeningSaratoga Springs · Certified Financial Planner
- Patricia M. WaltonSaratoga Springs
King Wealth Management Group, LLC advisors in every state →King Wealth Management Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many King Wealth Management Group, LLC financial advisors are in New York?
7 investment adviser representatives are registered at King Wealth Management Group, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does King Wealth Management Group, LLC have the most advisors?
Saratoga Springs, with 7. King Wealth Management Group, LLC has advisors in 1 city in New York.
How do I check a King Wealth Management Group, LLC advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the King Wealth Management Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.