Kingswood Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

288792

SEC number

801-110755

Firm type

RIA

Assets under management

$3.8B as of May 26, 2026

Website

www.kingswoodus.com ↗

Phone

800-535-6981

Address

11440 W. Bernardo Court, San Diego, CA, 92127

Advisors at this firm

106 in our index · page 2 of 3

• Stacey Lynn LavenderCRD 4365033 · Jurupa Valley, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Sangyop LeeCRD 5541067 · Fullerton, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Logan Brooks LowreyCRD 5760554 · Stockbridge, GA
  IA RegisteredBroker
• Vincent Stephen LucchesiCRD 1444054 · Wall, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• John LoefflerCRD 6732992 · Freeport, IL
  IA RegisteredBroker
• Danielle Marie MarianoCRD 5704102 · Rochester, NY
  IA RegisteredBroker
• John MatsekCRD 2510193 · Memphis, TN
  IA RegisteredBroker
• Bradley Seth MayerCRD 4034321 · Pflugerville, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Bruce George MclarenCRD 3029115 · Sugar Hill, NH
  IA Registered
• Todd Joseph MeucciCRD 2801244 · Franklin, TN
  IA RegisteredBroker
• David A MorrisCRD 5747041 · Danville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Cavanagh McelroyCRD 2948369 · Raleigh, NC
  IA Registered
• Matthew Thomas NadeauCRD 4637541 · Roseville, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Wayne NakanishiCRD 2913720 · Hololulu, HI
  IA RegisteredBroker
• Anthony Albert NardiCRD 6316932 · Rye Brook, NY
  IA RegisteredBroker
• Michael Haskel NessimCRD 2573543 · New York, NY
  IA RegisteredBroker
• Elizabeth Christina NeumanCRD 2082556 · West Palm Beach, FL
  IA RegisteredBroker
• Jefferson Trent OlneyCRD 6876948 · Woodstock, GA
  IA RegisteredBroker
• James Anthony ParrishCRD 4623703 · Nashville, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Frank John PasqualeCRD 5296369 · New York, NY
  IA RegisteredBroker
• Mark Edward PeetzCRD 816645 · Campbell, CA
  IA RegisteredBroker
• Niklaus W PleischCRD 5996673 · Alexandria, VA
  IA RegisteredBroker
• Chad Evan PolinCRD 4233680 · Fort Washington, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Dominick Vincent PullanoCRD 1003659 · Rochester, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Cynthia A PulverCRD 2679744 · American Fork, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacob Jeffery PulverCRD 7091985 · American Fork, UT
  IA RegisteredBroker
• Christian Syng-Gi ParkCRD 6476883 · Honolulu, HI
  IA RegisteredBroker
• Namhee ParkCRD 6724895 · Fullerton, CA
  IA RegisteredBroker
• Scott Elliott PooreCRD 3067900 · Memphis, TN
  IA RegisteredRegistration inactive
• Stacey Don PriceCRD 7810580 · Scottsdale, AZ
  IA RegisteredBroker
• H Craig RappaportCRD 1916976 · Radnor, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory John RichardsCRD 1339012 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard S RodgersCRD 6555093 · Dallas, TX
  IA RegisteredBroker
• Robert Joseph RyderCRD 1385076 · Severna Park, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Garland Allen RisnerCRD 4686344 · Nampa, ID
  IA Registered
• Kyle RodgersCRD 6811728 · Dallas, TX
  IA RegisteredBroker
• Jason Aupperle RussellCRD 7159341 · El Cerrito, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Paige ScarboroughCRD 2460403 · Watkinsville, GA
  IA RegisteredBroker
• Anna Elizabeth SchoorCRD 5347740 · Pensacola, FL
  IA RegisteredBroker
• Richard S SiminouCRD 5605796 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald Patrick SkinnerCRD 1448818 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Blake SolinskyCRD 4715268 · Cortlandt, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Fulvio SpagnoloCRD 1229708 · Huntington Station, NY
  IA RegisteredBroker
• Keith Earl SpelmonCRD 2782504 · Decatur, GA
  IA RegisteredBroker
• John Edward StanojevCRD 732081 · New Britain, PA
  IA RegisteredBroker
• Gregory Lewis StephensCRD 2394057 · Snellville, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Seth Anthony StewartCRD 5191606 · Nashville, TN
  IA RegisteredBroker
• Peter Frederic StegerCRD 1179788 · Chicago, IL
  IA RegisteredBroker
• Paul Lawrence SterzingerCRD 4301879 · Winter Park, FL
  IA RegisteredBroker
• Michael TsiaklidesCRD 3146429 · St Louis, MO
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.