Matthew
Nielsen
Kingswood Wealth Advisors, LLC
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About this Advisor
Matthew Nielsen is a financial advisor based in San Diego, California, working with Kingswood Wealth Advisors, LLC. Matthew has previously held positions at Gnu Financial Group, Capital Guardian, LLC, Capital Guardian Wealth Management, LLC, Capital L Group, LLC, Stonecrest Advisors, Inc, Stonecrest Capital Markets, Inc, Benchmark Investments, Inc, Benchmark Advisory Services, LLC, Kingswood Wealth Advisors LLC, and Kingswood Capital Partners, LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alaska, Arizona, California, Connecticut, Florida, New Jersey, New York, and Texas. Currently, Matthew is part of Kingswood Wealth Advisors, LLC, which operates out of San Diego, California. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Nielsen Work History
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors LLC
Benchmark Investments, Inc
Benchmark Advisory Services, LLC
Stonecrest Advisors, Inc
Stonecrest Capital Markets, Inc
Capital Guardian, LLC
Capital Guardian Wealth Management, LLC
Capital L Group, LLC
Gnu Financial Group
Disclosures
Please visit the SEC profile of Matthew Nielsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
San Diego, CA
American Fork, UT
Henderson, NV
Manhattan Beach, CA
Fullerton, CA
San Diego, CA
San Diego, CA
San Diego, CA
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