Nicole Marie English
Investment adviser representative at Kingswood Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Benchmark Investments, LLCMay 2022 to now
- Kingswood Wealth Advisors, LLCJan 2022 to now
- Kingswood Capital Partners, LLCAug 2020 to now
- Ne Business EnterprisesJul 2012 to now
- Chalice Capital Partners, LLCJan 2019 to Jan 2020
- Chalice Wealth Advisors, LLCJan 2019 to Jan 2020
- Lucia Securities, LLCMay 2011 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5015793
- Firm CRD
- 288792