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CRD#: 288898
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

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.

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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

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
11440 W. Bernardo Ct. Suite 300, San Diego, CA 92127
Mailing Address
126 E 56th Suite 3l, New York, NY 10022
Firm Size
Medium
Phone Number
(800) 535-6981
Established
Nevada since 10/26/2016
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
KINGSWOOD US, LLCMEMBER
ALSORAIMI, MOHAMEDCCO5319490
GOLDEN, JAIME GALIONEPRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS2946822
NESSIM, MICHAEL HASKELCEO2573543
PITKOFF, DAVID JONATHANCFO2822280
RAYEVSKIY, VALERIY PCOO5788810
ROMERO, MONIQUE VICTORIAFINOP6712654
WILDER, JEREMY MATHEWCHIEF LEGAL OFFICER7080690

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Advisor's working at KINGSWOOD CAPITAL PARTNERS, LLC

Robert A. Brewer

Robert A. Brewer

Rob Brewer, Robert A A Brewer
IAR
RR
CRD#: 2285559
AIF®: Accredited Investment Fiduciary
Location:
Lexington, KY 40508
Company:
ATLANTA CONSULTING GROUP ADVISORS, LLC
Disclosures:
Experience:
33 years
View Profile
Keith Casey Mahan

Keith Casey Mahan

Clarence Mahan
IAR
RR
CRD#: 2293433
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Chandler, AZ 85226
Company:
STONECREST WEALTH MANAGEMENT, INC
Disclosures:
Experience:
33 years
View Profile
Jason Aupperle Russell

Jason Aupperle Russell

Jason Russell
IAR
RR
CRD#: 7159341
Location:
El Cerrito, CA
Company:
KINGSWOOD WEALTH ADVISORS, LLC
Disclosures:
Experience:
6 years
View Profile
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