Lacey E Buteyn
Investment adviser representative at Kingswood Wealth Advisors, LLC
13 yearsExperience
6 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
13 years in the industry.
- Kingswood Wealth Advisors, LLCDec 2023 to now
- Kingswood Capital Partners, LLCDec 2023 to now
- Level Four Financial, LLCApr 2021 to Dec 2023
- Level Four Advisory ServicesMar 2014 to Dec 2023
- LPL Financial LLCMay 2013 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, GA, NY, TX, UT).
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
- 4420482
- Firm CRD
- 288792