Charles Manoog

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

• 07/2007 → Present
  Kestra Investment Services, Llc
  Worcester, MA
• 01/2026 → Present
  Kestra Advisory Services, Llc
  Worcester, MA

Other Businesses

Business Name: Peidmont Realty LLc Investment Related: No Address: 6 Westwood Cir Worcester MA 01609 Nature of Business: Real Estate Position, Title or Relationship: Partner Start Date: 3/30/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: collect rent and pay taxes, etc on property.Business Name: MSW Financial Partners Investment Related: Yes Address: 306 Main St Worcester MA 01609 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: broker Start Date: 11/3/2013 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: salesBusiness Name: James J Moynihan Ins Agency Investment Related: Yes Address: 306 Main St Worcester MA 01608 Nature of Business: Insurance Position, Title or Relationship: Agent Start Date: 4/2/2006 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: solicit and write and service policies

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-21
• S63 Uniform Securities Agent State Law Examination
  2007-10-12