Daniel
Spagnolo

Kingswood Wealth Advisors, LLC

CRD#1229708
Investment Advisor
in Huntington Station, NY

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About this Advisor

Daniel Spagnolo is a financial advisor operating out of Huntington Station, New York with 1 year of industry experience. Spagnolo is an advisor for Kingswood Wealth Advisors, LLC. Over the course of their career, they have held roles at American Portfolios Finanical Services, Inc, Kingswood Capital Partners, LLC and Kingswood Wealth Advisors. Spagnolo maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Delaware, New Hampshire, New York, North Carolina and Virginia. Kingswood Wealth Advisors, LLC is a financial advisory business based out of San Diego, CA. It has offices in seven locations and a total of 82 employees. It manages $969 million in assets between its 2,720 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,720 customer accounts, just 13% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides 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. Financial management fee schedules largely depend on which services are offered. However, fee types billed by Kingswood Wealth Advisors, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Huntington Station, NY

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Kingswood Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$969,372,131

NY Average: $7,578,581,321
Total Number of Employees

82

NY Average: 43
Total Number of Accounts

2,720

NY Average: 3,727
Average Account Size

$356,387

NY Average: $2,033,427

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 Spagnolo Work History

Daniel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kingswood Capital Partners, LLC

2022 - Present (2 years)

Kingswood Wealth Advisors

2011 - 2022 (11 years)

American Portfolios Finanical Services, Inc

*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 Spagnolo 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

Debinder Deshmukh
Miami, FL
Kalyan Kavili
Miami, FL
Mohamed Alsoraimi
San Diego, CA
John Ferneau
Denver, CO
Krishna Grandi
San Diego, CA
John Loeffler
Freeport, IL
Bruce Mclaren
Sugar Hill, NH
Robert Ryder
Severna Park, MD

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.

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