Nelson E Dort
Investment adviser representative at Kingswood Wealth Advisors, LLC
19 yearsExperience
14 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business
Are you Nelson E Dort? Claim your profile
Contact this firm
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
19 years in the industry.
- Kingswood Wealth Advisors, LLCMar 2022 to now
- Financial & Retirement Strategies IncJun 2007 to now
- Pinellas Suncoast Transit AuthorityNov 2013 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 14 states (AL, AR, CA, CO, FL, ID, MD, MS, NH, NY, PA, SC, SD, TX).
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
- 5386174
- Firm CRD
- 288792