David A Morris
Investment adviser representative at Kingswood Wealth Advisors, LLC
13 yearsExperience
9 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, LLCMay 2023 to now
- Kingswood Capital Partners, LLCMay 2023 to now
- Transamerica Financial Advisors, IncJun 2014 to May 2023
- Transamerica Agency NetworkApr 2013 to May 2023
- United Financial ServicesApr 2013 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 9 states (GA, IN, KY, MS, NC, OH, SC, TX, VA).
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
- 5747041
- Firm CRD
- 288792