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King Wealth Management Group, LLC CRD 159550
$1.08B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
270 West Circular Street Suite 1, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-09 |
Branch Locations
270 W. Circular Street Suite 1, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2012 | 01/2018 |
| King Wealth Management Group Llc | Saratoga Springs | NY | 02/2012 | Present |
| King Wealth Management Group Llc | Saratoga Springs | NY | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-08 |
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