Michael Hakerem
Investment adviser representative at Kingswood Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$3.8BFirm assets
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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
11 years in the industry.
- Kingswood Wealth Advisors, LLCSep 2024 to now
- Kingswood Wealth PartnersSep 2024 to now
- Glenwood Financial Partners, LLCNov 2018 to now
- Empowered Portfolios, LLCMay 2015 to now
- Eudaimonia Partners, LLCNov 2018 to Sep 2024
- Great Lakes & Atlantic Wealth Managers and Advisory PartnersJun 2017 to Nov 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2601339
- Firm CRD
- 288792