KINGSWOOD WEALTH ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 288792). Regulatory assets under management: $3.8B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Mohamed A Alsoraimi | CHIEF COMPLIANCE OFFICER | — |
| Jeremy Mathew Wilder | CHIEF LEGAL OFFICER | — |
| Michael Haskel Nessim | CEO; MANAGING MEMBER | — |
| Valeriy P Rayevskiy | COO | — |
| Jaime Galione Golden | PRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS | — |
| Ashley Jo Webb | DIRECTOR OF OPERATIONS | — |
| Nicole Marie English | OPERATIONS PRINCIPAL | — |
| GREGG WILLIAM EDWARD | CEO; CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER; MEMBER | — |
| BRUTON DEREK JEROLD | CEO; PRESIDENT | — |
| ENGLISH SHEILA MARIE | OPERATIONS PRINCIPAL | — |
| DE LUZ MICHAEL KIRK | COO / CFO; COO / CFO/ CCO | — |
| NANULA ANTHONY | CHIEF COMPLIANCE OFFICER; MEMBER / OPERATING MANAGER | — |
| NANULA PAUL SAVINO | MEMBER / OPERATING MANAGER | — |
| NANULA PHIL JAMES | MEMBER / OPERATING MANAGER | — |
| NANULA STEVEN VICTOR | MEMBER / OPERATING MANAGER | — |
| TOOKE JEFFREY A | CHIEF COMPLIANCE OFFICER | — |
| ALSORAIMI MOHAMED | CHIEF COMPLIANCE OFFICER | — |
| NESSIM MICHAEL HASKEL | CEO | — |
| Wilder Jeremy Mathew | CHIEF LEGAL OFFICER | — |
| Rayevskiy Valeriy P | COO | — |
| GOLDEN JAIME GALIONE | PRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS | — |
| ALSORAIMI MOHAMED A | CHIEF COMPLIANCE OFFICER | — |
| WEBB ASHLEY JO | DIRECTOR OF OPERATIONS | — |
| Webb Ashley | DIRECTOR OF OPERATIONS | — |