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Justin Robert Rasbach

Kingswood Capital Partners, LLC

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About Justin Robert Rasbach

Justin Rasbach is a financial advisor with Kingswood Capital Partners, LLC in New York. Justin has been in the industry since 2017. He holds the Series 7, Series 63 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the states of California, Connecticut, Florida, Georgia, Louisiana, Maryland, Massachusetts, New Jersey, New York, Oregon, South Dakota, Tennessee, Vermont, and Virginia. Prior to joining Kingswood Capital Partners, LLC, Justin was employed at Benchmark Investments, LLC and David Lerner Associates, Inc.

Firm Information

Justin Rasbach 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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Justin Rasbach’s Registration & Firm History

NY

05/19/2023 - Present

Kingswood Capital Partners, LLC (New York NY)

NY

02/17/2021 - 05/19/2023

BENCHMARK INVESTMENTS, LLC (NEW YORK NY)

CT

02/13/2017 - 02/22/2021

DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)

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Licenses & Designations

BC

Issued 03/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Robert Rasbach.
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