Kingswood in the News

Mike Nessim recently wrote an article for Investment News in which he talks about how smaller Broker-Dealers and independent RIAs give advisers a platform for more strategic growth as well as a more attentive and supportive environment.

"Smaller broker-dealers and RIAs provide a platform not only for more strategic growth, but for the advisor to thrive within a more attentive and supportive environment." - Mike Nessim, CEO and Managing Partner, Kingswood U.S.

Kingswood U.S. will consolidate its two SEC-registered RIAs, Benchmark Advisory Services, LLC and Kingswood Wealth Advisors, LLC, under the Kingswood Wealth Advisors (KWA) brand to streamline back-office processes and regulatory oversight while delivering an improved experience to advisors and their clients.

Kingswood U.S. announces the strategic alliance with Briarcliffe Credit Partners serving it as a premier Office of Supervisory Jurisdiction (“OSJ”) in New York City. As part of this relationship, Briarcliffe, a leading placement agency exclusively dedicated to private credit, will provide access to industry-leading private credit opportunities and vehicles for Kingswood U.S.’s affiliated financial advisors across the country.

Kingswood Capital Partners and Skyway Capital Markets, LLC, are pleased to announce an exclusive partnership in which the Skyway investment banking team will work closely with Kingswood advisors and their clients to execute merger and acquisition (M&A) transactions.