Michael Haskel Nessim
Investment adviser representative at Kingswood Wealth Advisors, LLC
18 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
18 years in the industry.
- Kingswood Wealth Advisors, LLCApr 2021 to now
- Kingswood Capital Partners LLCApr 2021 to now
- Benchmark Advisory Services LLCOct 2019 to Jul 2022
- Benchmark Investments, Inc.Feb 2019 to May 2023
- Newbridge Securities CorpSep 2008 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
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
- 2573543
- Firm CRD
- 288792