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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-04-19 |
Branch Locations
525 William Penn Place Ste 3401, Pittsburgh, PA 15219 • United States
Pittsburgh, PA • United States
727 W. Madison Street 1706, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Financial Planning | Pittsburgh | PA | 03/2011 | Present |
| Signature Select Wealth, Llc | Pittsburgh | PA | 12/2019 | Present |
| Kestra Advisory Services, Llc | Pittsburgh | PA | 04/2016 | Present |
| Nfp Advisor Services, Llc. | Pittsburgh | PA | 07/2011 | 09/2016 |
| Kestra Investment Services, Llc | Pittsburgh | PA | 05/2011 | Present |
Name: Seth C. Dresbold CLASP Invest Rel: N Addr: 1301 Grandview Ave Ste 300 Pittsburgh PA 15211 NOB: Consulting; Legal/Attorney/Trustee/Executor Title: Member Start Date: 1/3/2018 Hrs/mth: 0-16 Hrs/mth during trading hrs: 0-14 Duties: Act as a neutral during the collaborative process Name: Kestra Advisory Services, LLC Invest Rel: Y Addr: 5707 Southwest Pkwy Bldg 2, Ste 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC Title: Investment Advisor Representative Start Date: 4/4/2016 Hrs/mth: Up to 100% (0 to 160 hrs) Hrs/mth during trading hrs: Up to 100% (0 to 160 hrs) Duties: Investment advisory services Name: Seth C. Dresbold Law LLC Invest Rel: N Addr: 213 Emerson St Pittsburgh PA 15206 NOB: Legal/Attorney/Trustee/Executor Title: Attorney Start Date: 7/1/2015 Hrs/mth: 0-16 Hrs/mth during trading hrs: 0-14 Duties: Legal Competence Name: SIGNATURE MHSF INVESTMENTS POSITION: member NATURE: Angel Investment INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/13/2022 ADDRESS: 1301 Grandview Avenue, Suite 300, Pittsburgh PA 15211 DESCRIPTION Name: NEXT STEP FINANCIAL POSI: Owner NOB: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 01/15/2024 ADDRESS: 213 Emerson Street, Pittsburgh PA 15206 DESC: I will be operating as a financial advisor through Signature Financial Planning, but for tax purposes my 1099 income directly through Kestra will utilize this entity for filing purposes. Name: SIGNATURE FINANCIAL PLANNING POSITION: Employee NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 06/01/2011 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburg PA 15219, United States DESCRIPTION: Financial Planning Name: SIGNATURE VENTURES, LLC POSITION: Member Investor NATURE: Personal Investment INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/02/2020 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: No duties or obligations beyond participating in the sourcing and screening of the opportunities Name: SIGNATURE WEALTH POSITION: Employee NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 06/01/2011 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburg PA 15219 DESCRIPTION: Financial Planning Name: NOT YOUR TURN PRODUCTIONS POSITION: Owner NATURE: Comedy Production Company INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 213 Emerson Street, Pittsburgh PA 15206, United States DESCRIPTION: Produce and promote comedy shows
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-07 |
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