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Michael Haskel Nessim

CeoKingswood Wealth Advisors, LLCCRD 2573543

About Michael Haskel Nessim

Michael Haskel Nessim is listed as Ceo at Kingswood Wealth Advisors, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%. Michael Haskel Nessim is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Kingswood Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Haskel Nessim work?

Michael Haskel Nessim is listed as Ceo at Kingswood Wealth Advisors, LLC on SEC Form ADV.

How much of Kingswood Wealth Advisors, LLC does Michael Haskel Nessim own?

Form ADV reports a beneficial ownership band of Under 5%.

Kingswood Wealth Advisors, LLC

TitleCeo
OwnershipUnder 5%
Control personYes
Since2021
View Kingswood Wealth Advisors, LLC →

Benchmark Advisory Services, LLC

TitleDirector
OwnershipUnder 5%
Control personYes
Since2019
View Benchmark Advisory Services, LLC →

Kingswood Wealth Advisors, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2021
View Kingswood Wealth Advisors, LLC →