Anna Elizabeth Schoor
Investment adviser representative at Kingswood Wealth Advisors, LLC
13 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
13 years in the industry.
- Kingswood Wealth Advisors, LLCDec 2024 to now
- Kingswood Capital PartnersNov 2024 to now
- Eudaimonia Advisors LLC d/b/a Brewer Wealth ManagementFeb 2020 to now
- Purshe Kaplan Sterling InvestmentsNov 2020 to Oct 2024
- Raymond James & Associates, Inc.Feb 2013 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
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
- 5347740
- Firm CRD
- 288792