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Dean T Antonopoulos

Investment adviser representative at Kingswood Wealth Advisors, LLC
34 yearsExperience
3 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

34 years in the industry.

  1. Kingswood Wealth Advisors, LLCSep 2022 to now
  2. Kingswood Capital Partners, LLCSep 2022 to now
  3. Endeavor Investment ResourcesMay 2007 to now
  4. Kalos CapitalAug 2016 to Sep 2022
  5. Kalos ManagementAug 2016 to Sep 2022
  6. Antonopoulos Capital Management, Inc.Jan 2007 to Dec 2018
  7. Holy Trinity Greek Orthodox ChurchJan 1992 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 3 states (FL, IL, IN).

Kingswood Wealth Advisors, LLC

$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2249353
Firm CRD
288792
Advisor's SEC record (opens in a new tab)
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