John Matsek
Investment adviser representative at Kingswood Wealth Advisors, LLC
12 yearsExperience
2 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
12 years in the industry.
- Kingswood Wealth Advisors, LLCMar 2025 to now
- Kingswood Capital PartnersMar 2025 to now
- B. Riley Wealth Advisors, Inc.Jul 2022 to Mar 2025
- B. Riley Wealth ManagementApr 2014 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
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
- 2510193
- Firm CRD
- 288792