Paul
Sterzinger
Kingswood Wealth Advisors, LLC
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About this Advisor
Paul Sterzinger is a financial advisor based in Winter Park, Florida, working with Kingswood Wealth Advisors, LLC. Paul has previously held positions at Edward Jones, Lpl Financial, LLC, Level Four Advisory Services, LLC, Harbor Financial Services, LLC, Kingswood Capital Partners, Kingswood Wealth Advisors, and Tommy's Kitchen. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Oklahoma, and Wisconsin. Currently, Paul is part of Kingswood Wealth Advisors, LLC, which operates out of Winter Park, Florida. 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
Paul Sterzinger Work History
Kingswood Capital Partners
Kingswood Wealth Advisors
Tommy'S Kitchen
Harbor Financial Services, LLC
Lpl Financial, LLC
Level Four Advisory Services, LLC
Edward Jones
Disclosures
Please visit the SEC profile of Paul Sterzinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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