Matthew
Nadeau
Kingswood Wealth Advisors, LLC
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About this Advisor
Matthew Nadeau is a certified financial planner based in Roseville, California. Nadeau is currently employed by Kingswood Wealth Advisors, LLC. The advisor has gained experience at Wells Fargo Funds Distributor, LLC, Wells Fargo Funds Management, LLC, Hayden Royal, Kingswood Capital Patners, LLC, Kingswood Wealth Advisors, LLC and Lord Abbett. Nadeau holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Hawaii, Nevada, New Hampshire, North Carolina, Virginia and Washington. Kingswood Wealth Advisors, LLC is a financial advisory company operating out of San Diego, CA. The company has offices in seven locations and a total of 82 employees. It administers $969 million in assets under management across its 2,720 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 2,720 accounts, just 13% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a broad range 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types charged by Kingswood Wealth Advisors, LLC most 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
Matthew Nadeau Work History
Matthew has been registered as a financial advisor for 0 years.*
Kingswood Wealth Advisors, LLC
Kingswood Capital Patners, LLC
Hayden Royal
Lord Abbett
Wells Fargo Funds Distributor, LLC
Wells Fargo Funds Management, 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 Matthew Nadeau 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
San Diego, CA
Sugar Hill, NH
Freeport, IL
Miami, FL
Denver, CO
Miami, FL
San Diego, CA
San Diego, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
