Christopher P Ferrara

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
  Kings Park, NY
• 11/2015 → Present
  Kestra Investment Services, Llc
  Kings Park, NY

Previous Registrations

• 2014-07-10 → 2015-12-14
  Rockwell Global Advisors, Llc
  Melville, NY

Other Businesses

Business Name: Bartow Insurance Agency Investment Related: Yes Address: 62 S Second St Deer Part NY 11729 Nature of Business: Insurance Position, Title or Relationship: commissioned Sales person Start Date: 1/1/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: No obligations Business Name: Bradford Solutions, INC Investment Related: No Address: 75 West Islip Rd West Islip NY 11795 Nature of Business: Other Other/None of the Above there are no activities performed Position, Title or Relationship: President Start Date: 7/1/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Financial reporting, tax reporting, monthly payroll Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Main Street Financial Investment Related: Yes Address: 80 E. Main Street Kings Park NY 11754 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor, Investment advisor representative Start Date: 12/1/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: gathering and managing clients accounts, gathering new assets Business Name: CHRISTOPHER FERRARA/AMP STRATEGIES POSITION: representative NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/10/2023 ADDRESS: 75 W. Islip Rd, West Islip NY 11795 DESCRIPTION: No obligation to the general agency. Only when there is opportunity on a fixed annuity or life or health insurance situation

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-23
• S66 Uniform Combined State Law Examination
  2000-03-01

Other Names

• Christopher Peter Ferrara
• Christopher P. Ferrara