New York, NY Battery Pl Office

Team
Updated today

Client AUM

$3,680,486,026

Clients

11,259

Advisors

3

Of 122 advisors across 65 offices

Location

17 Battery Pl, Suite 625

New York NY 10004

Advisors at this office

3

Advisors at this office

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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, with four years of industry experience. He holds the Series 66 designation and has worked at Kingswood Wealth Advisors, Kingswood Capital Partners, and Benchmark Investments, INC. Outside of his advisory role, he manages race car ownership and operations through Martin-Kazatsky Motors, LLC. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture approach, tailoring strategies to clients' objectives and risk tolerance while conducting ongoing due diligence of third-party managers and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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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 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Benchmark Investments, Newbridge Securities, and Garden State Securities. Pasquale is also licensed to offer insurance products to clients. 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, tailoring investment strategies to client objectives and offering services such as portfolio management, financial planning, and fiduciary plan advisory.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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