Henry
O'Brien
Kingswood Wealth Advisors, LLC
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About this Advisor
Henry O'Brien is a financial advisor operating out of Park Ridge, New Jersey who has 1 year of relevant experience. O'Brien is an advisor for Kingswood Wealth Advisors, LLC. Over the course of their career, they have held roles at Royal Alliance Associates, Investment Advisors Asset Management, LLC, Henry J. O' Brien Public Accountnat, The Haworth Financial Group, LLC, Benchmark Advisory Services LLC and Kingswood Wealth Advisors LLC. O'Brien has a Series 63 license, designating them as a securities agent, and is able to operate in New Jersey. Kingswood Wealth Advisors, LLC is an advisory firm operating out of San Diego, CA. The investment advisory business has offices in seven locations and a total of 82 people on staff. It handles $969 million in assets under management between its 2,720 client accounts, placing it among the larger firms in the United States by assets under management. Of its 2,720 client accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company offers a number of services, including 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 usually vary depending on the type of financial services provided. Fees charged by Kingswood Wealth Advisors, LLC likely include some combination 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
Henry O'Brien Work History
Henry has been registered as a financial advisor for 1 years.*
Kingswood Wealth Advisors LLC
Henry J. O' Brien Public Accountnat
Benchmark Advisory Services LLC
The Haworth Financial Group, LLC
Investment Advisors Asset Management, LLC
Royal Alliance Associates
*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 Henry O'Brien 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
Miami, FL
San Diego, CA
Freeport, IL
San Diego, CA
Miami, FL
Sugar Hill, NH
Spring, TX
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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