Find My Advisor | Kingswood U.S.

About Us News Our Team Insights Community Contact Us Careers

Wealth Management

Wealth Planning Services Investment Products Find My Advisor

Investment Banking

Capabilities Transactions Kingswood Defense Group

Equity Research

Advisor Solutions

Manage Your Business Become an Advisor

Find a Kingswood Advisor

Search for a Kingswood advisor below.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

There are no advisors with this name.

Jonathan Diamond

Joseph Santoro, Jr.

Kevin Beauchamp

Kingswood Newsletter

Our roundup of financial news, insights and advice delivered to your inbox each month.

You can also subscribe to any of our tailored updates:

Equity Research

Investment Banking

Wealth Management

Thank you for subscribing!

Oops! Something went wrong while submitting your email. Please try again.

© 2024 Kingswood US — All rights reserved

Wealth Management

Wealth Planning Services Investment Products Find My Advisor

Investment Banking

Capabilities Transactions Kingswood Defense Group

Equity Research

Advisor Solutions

Manage Your Business Become an Advisor

Contact Us Our Team Community Kingswood Group Careers

News & Insights

Form ADV Part 2A Form ADV Part 2A

Raymond James Misc Fee Schedule Raymond James Misc Fee Schedule

Kingswood US Rule 606 Disclosure Kingswood US Rule 606 Disclosure

RBC 2024 Fee Schedule RBC 2024 Fee Schedule

Apex Misc Fee Schedule Apex Misc Fee Schedule

Kingswood Capital Partners Business Continuity Planning Disclosure Kingswood Capital Partners Business Continuity Planning Disclosure

MSRB Disclosures MSRB Disclosures

Kingswood Capital Partners, LLC Form CRS Kingswood Capital Partners, LLC Form CRS

Kingswood Reg BI Disclosure Kingswood Reg BI Disclosure

Form ADV Wrap Fee Program Brochure Form ADV Wrap Fee Program Brochure

Privacy Policy Privacy Policy

Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. . The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.