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Daniel Sedgh

Kingswood Capital Partners, LLC

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About Daniel Sedgh

Daniel Sedgh is a financial advisor with Kingswood Capital Partners, LLC and has been active in the industry since 2023. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 79TO, SIE, and Series 63 licenses. Daniel is registered in New York and currently works out of the New York office at 17 Battery Pl, Suite 625, New York, NY 10004.

Firm Information

Daniel Sedgh is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Sedgh’s Registration & Firm History

NY

08/23/2023 - Present

Kingswood Capital Partners, LLC (New York NY)

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Licenses & Designations

BC

Issued 07/11/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Sedgh.
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