SD
Stephen Digennaro
from Kingswood Wealth Advisors, LLC
Stephen Digennaro is a financial advisor based in California, San Diego,
with 24 years of experience. Stephen currently works for
Kingswood Wealth Advisors, LLC.
Stephen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Digennaro works at Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $969,372,131 of assets under management and employs about 82 people. Kingswood Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
11440 W. Bernardo Ct., Suite 300, San Diego, California, 92127
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