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Daniel Fulvio Spagnolo

Advisor at Kingswood Wealth Advisors, LLC — Huntington Station, NY

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Huntington Station, NY

Kingswood Wealth Advisors, LLC logo

Kingswood Wealth Advisors, LLC

Multi-team

Total advisors

122

Across 65 offices

Clients per advisor

92 High

Avg AUM per client

$326,893 Low

HNW client ratio

20% Typical

About

Daniel Spagnolo is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. for 11 years and Kestra Advisory and Investment Services. Outside of advisory work, he is involved in fundraising for the Crohn's & Colitis Foundation and also works as an insurance broker specializing in life, disability, health, and long-term care insurance. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach to tailor investment strategies based on clients’ objectives and risk tolerance, offering discretionary and non-discretionary portfolio management alongside various financial planning services.

Client services

Based on Kingswood Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting

Expertise

Based on Kingswood Wealth Advisors, LLC

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kingswood Wealth Advisors, LLC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees negotiated for administrative or consultation services, typically $100 to $3,000

Percentage

up to 2.5% annually (negotiable, varies by client and advisor)

Commissions

Certain financial advisors may receive commissions on sale of securities or insurance products separately from advisory fees

Project-based

Hourly fees up to $300/hour for financial consulting services

Other

Account minimum: $100,000 Minimum fee: $20 quarterly fee for accounts below $100,000 Fee-only: Flat fees typically range from $100 to $3,000 for financial consultation services; hourly rates up to $300/hour; institutional consulting fees range from $10,000 to $100,000 per project or annually

Location

See office

Huntington Station, NY

Huntington Station NY

Advisors at this office

1

Most active in

California · Delaware · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Virginia

Work history

25 years of industry experience

Kestra Advisory Services, LLC

2026 - Present • 1 year

Huntinton Station, NY

Kestra Investment Services, LLC

2026 - Present • 1 year

Huntington Station, NY

Kingswood Wealth Advisors

2022 - 2026 • 4 years

Huntington Station, NY

Kingswood Capital Partners, LLC

2022 - 2026 • 4 years

Huntington Station, NY

American Portfolios Finanical Services, Inc.

2011 - 2022 • 11 years

Holbrook, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
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John A

Series 63, Series 65

Saint James, NY

Advanced Portfolio Services LLC

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Active portfolio management Concentrated stock management
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Paul B

Series 63, Series 65

Greenwich, CT

Ravine Road Advisors

Paul Barrett is the sole advisor at Ravine Road Advisors in Greenwich, CT, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including J.P. Morgan Securities, Citigroup Global Markets, and Entoro Capital. Outside of investment management, he is a principal at River Road Advisors LLC, advising companies on credit facilities, and a partner in Taurus Affiliates LLC, an online coupon and survey business. Ravine Road Advisors offers discretionary, fee-based investment management to institutional and private investment entities, including individuals and retirement accounts. The firm employs a tactical asset-allocation approach combining fundamental and technical analysis, using a variety of securities to implement strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management
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Jared C

Series 63, Series 65

Rye Brook, NY

Five Factor Capital Advisors

Jared Cutler is the sole advisor at Five Factor Capital Advisors, an independent firm based in Rye Brook, NY. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Jared has been with Five Factor Capital Advisors since 2010. Five Factor Capital Advisors serves individuals, high-net-worth clients, and institutional accounts such as pensions and endowments. The firm emphasizes long-term, asset-allocation oriented portfolios grounded in modern portfolio theory, providing portfolio management and individualized investment policy statements while outsourcing administrative functions and utilizing specific custody and execution arrangements.

Active portfolio management Options & derivatives strategies Passive / index investing

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Tax strategies for small businesses Business ownership considerations General tax planning Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Options & derivatives strategies Concentrated stock management
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