Alec Lane Goldberg
Investment adviser representative at Kingswood Wealth Advisors, LLC
14 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
14 years in the industry.
- Kingswood Wealth Advisors, LLCMay 2025 to now
- Kingswood Capital Partners LLCMay 2025 to now
- Cadaret, Grant & Co., Inc.Nov 2022 to May 2025
- Broad Street Financial LLCJun 2022 to Oct 2022
- The Pennsylvania State UniversityJul 2018 to May 2022
- Plymouth Whitemarsh Senior High SchoolJun 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7121534
- Firm CRD
- 288792