Todd Joseph Meucci
Investment adviser representative at Kingswood Wealth Advisors, LLC
10 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
10 years in the industry.
- Kingswood Capital PartnersMay 2026 to now
- Kingswood Wealth Advisors, LLCJun 2024 to now
- Integrity Alliance, LLC.Nov 2025 to May 2026
- Alt Fund Distributors LLCApr 2019 to Dec 2025
- Eudaimonia Partners, LLC (dba Goodson Wealth Management)Jan 2019 to Jun 2024
- UnemployedApr 2018 to Dec 2018
- Allianz Life Financial Services, LLCAug 2016 to Mar 2018
- Allianz Life Insurance Company of North AmericaAug 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2018
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
- 2801244
- Firm CRD
- 288792