Best Investors Account Sign in
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 2016-04-19
  • PA RA
    APPROVED
    Since 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

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
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
  • 03/2011 → Present
    Signature Financial Planning
    Pittsburgh, PA
  • 12/2019 → Present
    Signature Select Wealth, Llc
    Pittsburgh, PA
  • 04/2016 → Present
    Pittsburgh, PA
  • 07/2011 → 09/2016
    Nfp Advisor Services, Llc.
    Pittsburgh, PA
  • 05/2011 → Present
    Kestra Investment Services, Llc
    Pittsburgh, PA
Previous Registrations
  • 2020-01-10 → 2025-09-30
    Signature Select Wealth
    Pittsburgh, PA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-07
  • S66 Uniform Combined State Law Examination
    2011-07-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Pittsburgh, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor