Matthew A Hetrick

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Woodland Hills, CA
• 10/2012 → Present
  Kestra Investment Services, Llc
  Woodland Hills, CA

Previous Registrations

• 2009-06-01 → 2012-10-24
  Morgan Stanley
  Los Angeles, CA
• 2004-01-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

Business Name: Insight Wealth Advisors LLC Investment Related: Yes Address: 21300 Victory Blvd Suite 520 Woodland Hills CA 93167 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Wealth Advisor I'm also a minority partner Start Date: 10/3/2012 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Servicing clients, investment analysis, prospecting, financial planning KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/04/2016 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Investment advisory services Business Name: Woodland Hills Sunrise Baseball Little League Investment Related: No Address: 6400 Winnetka Ave Woodland Hills CA 91367 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Secretary and member of the Board of Directors Start Date: 7/31/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Create minutes of meetings, schedule games and practices

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-12
• S63 Uniform Securities Agent State Law Examination
  2003-12-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst