Kcd Financial, Inc
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About this Advisor
Seth Schwartz is an investment advisor whose office is in San Diego, California. Currently a registered investment advisor with Kcd Financial, Inc, Schwartz has 10 years of practice as a registered advisor. Schwartz holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Schwartz is registered to advise investors in California. Throughout their career, they have worked at Emerald Connect, LLC A Broadridge Company, Self, Turner Capital Investments, LLC, Kcd Financial, Inc, Warner Beck Inc and Centara Capital Management Group. Kcd Financial, Inc is based out of San Diego, California, and has 16 additional offices in the country. Overall, Kcd Financial, Inc oversees $55 million in assets dispersed across 293 client accounts and employs more than 44 people. The level of assets currently under the firm's management makes it one of the smaller firms in the nation. None of the advisory firm's 293 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Kcd Financial, Inc can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and other fees.
Certifications and Registrations
Years of Experience
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Kcd Financial, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Seth Schwartz Work History
Seth has 10 years of experience.
Turner Capital Investments, LLC
Kcd Financial, Inc
Emerald Connect, LLC A Broadridge Company
Centara Capital Management Group
Warner Beck Inc
Seth Schwartz has no disclosures.
Please visit their SEC profile for more details.