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4 advisors near New York, NY
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Eduard K
Series 66
New York, NY
Kingswood Wealth Advisors, LLC
Eduard Kazatsky is a financial advisor at Kingswood Wealth Advisors, LLC in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Kingswood Capital Partners and Benchmark Investments, INC. Outside of finance, he is a managing member of Martin-Kazatsky Motors, LLC, a race car ownership and operations business. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.
Michael M
Series 66
New York, NY
Kingswood Wealth Advisors, LLC
Michael Muratore is a financial advisor with Kingswood Wealth Advisors, LLC, based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LPL Financial, and Sterling National Bank. Outside of his advisory work, he is involved in real estate ownership through Chateau Income and Equity, LLC and Marshall Capital Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, consulting, and oversight of third-party managers.
Frank P
Series 63, Series 66
New York, NY
Kingswood Wealth Advisors, LLC
Frank Pasquale is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Kingswood Wealth Partners, Kingswood Capital Partners, Benchmark Investments, Newbridge Securities, and Garden State Securities. In addition to his advisory role, he is licensed to offer insurance products to clients. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while overseeing third-party managers and offering various portfolio management and consulting services.
Andrew S
Series 63, Series 65
New York, NY
Kingswood Wealth Advisors, LLC
Andrew Schoenfeld is a financial advisor at Kingswood Wealth Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edge Wealth Management, Brean Capital, and Sandler O'Neill & Partners. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.
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4 advisors near New York, NY
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