Svitlana
Kyrukhina
Kingswood Wealth Advisors, LLC
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About this Advisor
Svitlana Kyrukhina is a financial advisor based in Boca Raton, Florida, working with Kingswood Wealth Advisors, LLC. Svitlana has previously held positions at Oppenheimer & Co Inc, Kingswood Capital Partners, LLC, and Kingswood Wealth Advisors, LLC. Svitlana has passed the Series 66 regulatory exam and is registered to provide services in California, Connecticut, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Nevada, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, Texas, and Virginia. Currently, Svitlana is part of Kingswood Wealth Advisors, LLC, which operates out of Boca Raton, 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
Svitlana Kyrukhina Work History
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors, LLC
Oppenheimer & Co Inc
Disclosures
Please visit the SEC profile of Svitlana Kyrukhina 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
American Fork, UT
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Fullerton, CA
San Diego, CA
Henderson, NV
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