Michelle L Vartanian

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 09/2023
  Ubs Financial Services Inc
  Boca Raton, FL
• 09/2023 → 04/2026
  Morgan Stanley Smith Barney Llc
  Coral Springs, FL
• 10/2023 → 04/2026
  Morgan Stanley Private Bank, N.A
  New York, NY
• 06/2026 → Present
  Kingswood Capital Partners, Llc
  Boca Raton, FL
• 06/2026 → Present
  Kingswood Wealth Advisors, Llc
  Boca Raton, FL

Previous Registrations

• 2023-09-08 → 2026-04-29
  Morgan Stanley
  Pompano Beach, FL
  Coral Springs, FL
• 2013-09-13 → 2023-09-19
  Ubs Financial Services Inc.
  Boca Raton, FL
• 2009-06-01 → 2013-09-16
  Morgan Stanley
  Coral Springs, FL
• 2007-11-06 → 2009-06-01
  Morgan Stanley & Co. Llc
  Coral Springs, FL
• 1994-06-30 → 2007-11-19
  Citigroup Global Markets Inc.
  Coral Springs, FL
  Coral Springs, FL

Other Businesses

1. OMP LLC; Investment related: Yes; Warren, Massachusetts; Real Estate, Rental Property; Limited Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2006; During business hours: 0; After business hours: 0; None 2. RMV Securities LLC,Is Not Investment Related,"930 NE 27th Avenue, , Pompano Beach, FL, 33062, United States",DBA,Managing Member,6/25/2026,40 hours per month,5 hours per month during trading hours,Other Compensation,Servicing clients both under Investment Advisory Services and Broker-Dealer Services. 3. JOMP LLC,Is Not Investment Related,"Fountain ViewEstate, , Warren, MA, 01083, United States",Land & Rental Units,20% Limited Partnership,1/1/2006,0 hours per month,0 hours per month during trading hours,Commission Compensation,No Responsibilities and I received quarterly distributions when available.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-05-25
• S63 Uniform Securities Agent State Law Examination
  1983-02-07

Other Names

• Michelle Lemieuxvartanian
• Michelle Mary Vartanian
• Michelle Mary Lemieux
• Michelle Lemieux Vartanian