Eric Dylan Cownie

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

• 08/2016 → 11/2022
  Wells Fargo Advisors Financial Network, Llc
  Mars, PA
• 11/2022 → Present
  Kestra Investment Services Llc
  Mars, PA
• 11/2022 → Present
  Kestra Advisory Services Llc
  Mars, PA

Previous Registrations

• 2016-08-12 → 2022-11-14
  Wells Fargo Advisors Financial Network, Llc
  Mars, PA
• 2005-02-04 → 2016-08-12
  Goldman Sachs Wealth Services, L.P.
  Canonsburg, PA

Other Businesses

Business Name: BECKER WEALTH MANAGEMENT POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2022 ADDRESS: 7011 Crider Road, Suite 101, Mars PA 16046 DESCRIPTION: RR Business Name: KESTRA ADVISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2005-01-24