Robert
Ryder
Kingswood Wealth Advisors, LLC
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About this Advisor
Robert Ryder is a financial advisor who works out of Severna Park, Maryland with 2 years of relevant experience. Ryder is currently employed by Kingswood Wealth Advisors, LLC. Their career trajectory has included roles at J.P. Morgan Securities LLC, Hsbc Securities (Usa) Inc, Hsbc Bank Usa, N.A, Mutual Advisors, LLC and Kingswood Wealth Advisors, LLC. Ryder holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Maryland and New York. Kingswood Wealth Advisors, LLC is a financial advisory business headquartered in San Diego, CA. It has offices in seven locations and a total of 82 advisors. It controls $969 million in assets between its 2,720 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,720 accounts, just 13% are associated with high-net-worth individuals who have at least $1 million in assets. The company offers a number of services, such as 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. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types billed by Kingswood Wealth Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
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
Robert Ryder Work History
Robert has been registered as a financial advisor for 2 years.*
Mutual Advisors, LLC
Kingswood Wealth Advisors, LLC
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Ryder 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
Denver, CO
San Diego, CA
Sugar Hill, NH
Freeport, IL
Miami, FL
Miami, FL
San Diego, CA
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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