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Anthony Dennis Cellucci

Kestra Advisory Services, LLC

Wayne, PA

CRD 4856588

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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:

Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-04
  • PA RA
    APPROVED
    Since 2025-03-04

Branch Locations

1200 Liberty Ridge Drive Suite 110, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Benefits King Of Prussia PA 11/2002 03/2025
Tfs Securities, Inc. Lincroft NJ 10/2012 12/2016
Lpl Financial, Llc King Of Prussia PA 01/2017 03/2025
Kestra Investment Services, Llc Wayne PA 03/2025 Present
Kestra Advisory Services, Llc Wayne PA 03/2025 Present
  • 11/2002 → 03/2025
    Beacon Benefits
    King Of Prussia, PA
  • 10/2012 → 12/2016
    Tfs Securities, Inc.
    Lincroft, NJ
  • 01/2017 → 03/2025
    King Of Prussia, PA
  • 03/2025 → Present
    Kestra Investment Services, Llc
    Wayne, PA
  • 03/2025 → Present
    Wayne, PA
Previous Registrations
  • 2017-01-12 → 2025-03-12
    Wayne, PA
  • 2014-03-12 → 2016-12-27
    World Investments, Llc
    King Of Prussia, PA
Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: BEACON FINANCIAL SERVICES POSITION: financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/04/2025 ADDRESS: 1200 Liberty Ridge, Suite 110, Wayne PA 19087, United States DESCRIPTION: financial advisor, retirement plans and wealth management Bus Name: BEACON BENEFITS, LLC POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2002 ADDRESS: 120 S Warner Rd, suite 201 King of Prussia PA 19406, 201, KING OF PRUSSIA PA 19406, United States DESCRIPTION: employee benefits consulting / brokering

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-05
S63 Uniform Securities Agent State Law Examination 2005-11-30
  • S65 Uniform Investment Adviser Law Examination
    2014-03-05
  • S63 Uniform Securities Agent State Law Examination
    2005-11-30

View on SEC IAPD

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