Matthew Philip Douglas

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
  Austin, TX
• 06/2014 → Present
  Kestra Investment Services, Llc
  Austin, TX

Previous Registrations

• 2013-05-15 → 2014-06-03
  Pruco Securities, Llc.
  Newark, NJ
  Austin, TX
  Newark, NJ
• 2009-02-27 → 2011-09-20
  Kestra Investment Services, Llc
  Austin, TX
  Austin, TX
  Austin, TX
• 2004-08-27 → 2008-12-31
  Equitable Advisors, Llc
  Woodland Hills, CA
  Bala Cynwyd, PA
  Bala Cynwyd, PA

Other Businesses

Business Name: NFP Investment Related: Yes Address: 1250 Capital of Texas Hwy. S. Building 2, Suite 600, Austin Austin TX 78746 Nature of Business: Insurance Position, Title or Relationship: Business Development Start Date: 6/1/2014 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Business Development

Exams

• S66 Uniform Combined State Law Examination
  2004-08-25

Other Names

• Matt Philip Douglas