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FIRM PROFILE
Overview
KINGSWOOD CAPITAL PARTNERS, LLC is located at 11440 W. Bernardo Ct. Suite 300, San Diego, CA 92127 and was first established at Los Angeles, Nevada in 10/26/2016. After operating for 9 years, KINGSWOOD CAPITAL PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of KINGSWOOD CAPITAL PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. KINGSWOOD CAPITAL PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at KINGSWOOD CAPITAL PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access KINGSWOOD CAPITAL PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at KINGSWOOD CAPITAL PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for KINGSWOOD CAPITAL PARTNERS, LLC Comes From
Understanding the Statistics for KINGSWOOD CAPITAL PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
11440 W. Bernardo Ct. Suite 300, San Diego, CA 92127
126 E 56th Suite 3l, New York, NY 10022
Medium
(800) 535-6981
Nevada since 10/26/2016
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| KINGSWOOD US, LLC | MEMBER | ||
| ALSORAIMI, MOHAMED | CCO | 5319490 | |
| GOLDEN, JAIME GALIONE | PRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS | 2946822 | |
| NESSIM, MICHAEL HASKEL | CEO | 2573543 | |
| PITKOFF, DAVID JONATHAN | CFO | 2822280 | |
| RAYEVSKIY, VALERIY P | COO | 5788810 | |
| ROMERO, MONIQUE VICTORIA | FINOP | 6712654 | |
| WILDER, JEREMY MATHEW | CHIEF LEGAL OFFICER | 7080690 |
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Advisor's working at KINGSWOOD CAPITAL PARTNERS, LLC
Robert A. Brewer
Keith Casey Mahan
Gerald Thomas Rogers
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