Brady
Fuchs
Kingswood Wealth Advisors, LLC
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About this Advisor
Brady Fuchs is a financial advisor based out of San Diego, California with a total of 1 year of relevant experience. Fuchs is currently employed by Kingswood Wealth Advisors, LLC. Fuchs has gained experience at Concert Wealth Management, Inc, Independent Financial Group, Institute For Wealth Advisors, Inc, Instacart, Ves Advisors, LLC, Kingswood Capital Partners, LLC and Kingswood Wealth Advisors, LLC. Fuchs maintains Series 66 and Series 63 licenses, certifying them as a securities representative, and is able to serve investors in California. Kingswood Wealth Advisors, LLC is a business that has its headquarters in San Diego, CA. The company has offices in seven locations and a total of 82 advisors. It handles $969 million in assets between its 2,720 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,720 accounts, just 13% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides 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 largely vary depending on which services are provided. Fee types charged by Kingswood Wealth Advisors, LLC can 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
Brady Fuchs Work History
Brady has been registered as a financial advisor for 1 years.*
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors, LLC
Instacart
Ves Advisors, LLC
Institute For Wealth Advisors, Inc
Independent Financial Group
Concert Wealth Management, 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 Brady Fuchs 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
Freeport, IL
San Diego, CA
San Diego, CA
Sugar Hill, NH
Miami, FL
Spring, TX
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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