Andres
Fernandez-Salvador

Kings Point Capital Management LLC

CRD#5868791
Investment Advisor
in Great Neck, NY

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About this Advisor

Andres Fernandez-Salvador is a financial advisor working out of Great Neck, New York, who has been in the industry for 10 years. Fernandez-Salvador works at Kings Point Capital Management LLC. Their career trajectory has included roles at Pnc Investments, Jpmorgan Chase Bank, Jp Morgan Securities LLC, Charles Schwab & Co., Inc, Charles Schwab Bank and Kings Point Capital Management LLC. Fernandez-Salvador maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York and Texas. Kings Point Capital Management LLC is a registered investment business that has its headquarters in Great Neck, New York. The investment advisory business has a total of 17 employees. It handles $2 billion in assets under management between its 1,334 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 1,334 client accounts, 88% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Kings Point Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

60 Cuttermill Road Suite 516
Great Neck, NY 11021

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Kings Point Capital Management LLC Brokerage Details

Total Assets Under Management

$1,697,342,447

NY Average: $7,464,549,021
Total Number of Employees

17

NY Average: 88
Total Number of Accounts

1,334

NY Average: 3,892
Average Account Size

$1,272,371

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Andres Fernandez-Salvador Work History

Andres has 10 years of experience.

2019 - Present (3 years)

Kings Point Capital Management LLC

2015 - 2019 (4 years)

Charles Schwab & Co., Inc

2015 - 2019 (4 years)

Charles Schwab Bank

2013 - 2015 (2 years)

Jpmorgan Chase Bank

2013 - 2015 (2 years)

Jp Morgan Securities LLC

2012 - 2013 (1 year)

Pnc Investments

Disclosures

Andres Fernandez-Salvador has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kings Point Capital Management LLC

Andres Fernandez-Salvador
Great Neck, NY
Jason Beaird
Great Neck, NY
John Marshall
Great Neck, NY
Hadley Doolittle
Brentwood, TN
Jeffrey Bates
Germantown, TN
Billy Dutton
Brentwood, TN
Kenneth Lynn
Great Neck, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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