Mohamed A Alsoraimi
Investment adviser representative at Kingswood Wealth Advisors, LLC
11 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
11 years in the industry.
- Kingswood Wealth Management LLCJul 2025 to now
- Benchmark Investments, IncJun 2020 to now
- Kingswood Wealth Advisors, LLCJan 2018 to now
- Chalice Capital Partners, LLCJan 2018 to now
- Kingswood Capital PartnersJan 2018 to now
- Chalice Wealth AdvisorsDec 2017 to now
- Niagara International Capital LimitedDec 2017 to Dec 2018
- Cuso Financial Services, LPApr 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 5319490
- Firm CRD
- 288792