Daniel
King
Kingswood Wealth Advisors, LLC
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About this Advisor
Daniel King is a financial advisor based out of New York, New York, who has 1 year of industry experience. King is currently employed by Kingswood Wealth Advisors, LLC. The advisor has gained experience at Brookville Capital Partners, Tryco Securities, Inc, Legend Securities Inc, Newbridge Securities Corp, Benchmark Investments, Inc and Kingswood Wealth Advisors, LLC. King maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Michigan, New Jersey, New York, Oklahoma, Texas and Utah. Kingswood Wealth Advisors, LLC is a financial advisory company headquartered in San Diego, CA. The investment advisory business has offices in seven locations and a total of 82 employees. It manages $969 million in total assets among its 2,720 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 2,720 accounts, just 13% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a broad set 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. Financial management fees are based on which service is provided. However, fees billed by Kingswood Wealth Advisors, LLC can 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
Daniel King Work History
Daniel has been registered as a financial advisor for 1 years.*
Kingswood Wealth Advisors, LLC
Benchmark Investments, Inc
Newbridge Securities Corp
Tryco Securities, Inc
Legend Securities Inc
Brookville Capital Partners
*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 Daniel King 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
Denver, CO
Miami, FL
Miami, FL
Sugar Hill, NH
Freeport, IL
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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