Robert
Defreze
Kingswood Wealth Advisors, LLC
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About this Advisor
Robert Defreze is a financial advisor working out of Rochester, New York who has 2 years of industry experience. Defreze is an employee of Kingswood Wealth Advisors, LLC. Throughout their career, Defreze has worked at Cadaret, Grant & Co., Inc, Defreze Financial Services, Kingswood Capital Partners, LLC and Kingswood Wealth Advisors, LLC. Defreze holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona, Florida, Michigan, New Hampshire, New York, North Carolina, Ohio, Pennsylvania and South Carolina. Kingswood Wealth Advisors, LLC is a firm based out of San Diego, CA. The company has offices in seven locations and a total of 82 financial advisors. It administers $969 million in assets under management between its 2,720 client accounts, making it one of the larger firms in the nation by assets under management. Of its 2,720 client accounts, just 13% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Kingswood Wealth Advisors, LLC performs a number 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 fee schedules depend on which services the firm provides the client. However, fee types charged by Kingswood Wealth Advisors, LLC likely include some blend 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
Robert Defreze Work History
Robert has been registered as a financial advisor for 2 years.*
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors, LLC
Defreze Financial Services
Cadaret, Grant & Co., 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 Robert Defreze 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
Miami, FL
Denver, CO
San Diego, CA
Freeport, IL
San Diego, CA
Miami, FL
Sugar Hill, NH
Stockbridge, GA
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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