Frank John Pasquale
Investment adviser representative at Kingswood Wealth Advisors, LLC
10 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
10 years in the industry.
- Kingswood Wealth Advisors, LLCJun 2024 to now
- Kingswood Wealth PartnersJun 2024 to now
- Kingswood Capital Partners, LLCMay 2023 to now
- Benchmark Investments, Inc.Feb 2019 to now
- Newbridge Securities CorporationOct 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 5296369
- Firm CRD
- 288792