Christopher Haddad

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

• 06/2015 → 10/2017
  T. Rowe Price Investment Services Inc
  Baltimore, MD
• 11/2017 → 09/2018
  Unemployed
  Winchester, CA
• 10/2018 → 11/2019
  Chalice Capital Partners, Llc
  San Diego, CA
• 01/2023 → 06/2025
  Tc Financial
  Murrieta, CA
• 11/2019 → 04/2024
  Raymond James Financial Services, Inc.
  Murrieta, CA
• 04/2024 → 06/2025
  Raymond James Financial Services Advisors, Inc.
  Murietta, CA
• 06/2025 → Present
  Kingswood Wealth Advisors, Llc
  Temecula, CA

Previous Registrations

• 2024-04-01 → 2025-06-16
  Raymond James Financial Services Advisors, Inc
  Murrieta, CA
• 2008-08-13 → 2012-09-27
  Voya Financial Partners, Llc
  Newport Beach, CA
  Irvine, CA
  Parker, CO
  Glendale, CA
• 2006-11-13 → 2008-07-28
  Comerica Securities
  Costa Mesa, CA
• 2004-01-08 → 2006-08-01
  Morgan Stanley Dw Inc.
  San Francisc, CA
  San Francisco, CA

Other Businesses

1) H Private Wealth, no, 41593 Winchester Rd, Ste 200, Temecula, CA 92590, DBA, Advisor, 6/10/2025, 160hrs/mo, 80hrs/mo, DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-09
• S63 Uniform Securities Agent State Law Examination
  1999-09-24

Other Names

• Christopher George Haddad