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Financial ADVSR advisor directory · SEC adviser records

Kingswood Wealth Advisors, LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Kingswood Wealth Advisors, LLC office in New York, by city and A to Z.

The short answer

9 registered advisors work at Kingswood Wealth Advisors, LLC in New York, out of 112 nationwide; it's the firm's number 4 state by advisors, and the most are in New York (5). 1 list the CFP designation and 7 are also registered broker representatives.

Kingswood Wealth Advisors, LLC advisors by city in New York

Every firm in New York →

New York 5Rochester 3White Plains 1

Kingswood Wealth Advisors, LLC advisors in New York, A to Z

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Kingswood Wealth Advisors, LLC advisors in every state →Kingswood Wealth Advisors, LLC: assets, clients and custodians →Kingswood U.S. news and advisor moves →Advisor Moves: who changed firms this week →

Kingswood Wealth Advisors, LLC in other states

California 49Florida 11Georgia 9Tennessee 9North Carolina 5Texas 4

Questions

How many Kingswood Wealth Advisors, LLC financial advisors are in New York?

9 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 112 at the firm nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

Where in New York does Kingswood Wealth Advisors, LLC have the most advisors?

New York, with 5, then Rochester (3). Kingswood Wealth Advisors, LLC has advisors in 3 cities in New York.

How do I check a Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.