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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-03 |
| NY | RA | APPROVED | 2025-03-11 |
| TX | RA | APPROVED | 2025-03-11 |
Branch Locations
2 Pomperaug Office Park Ste 301 , Southbury, CT 06488 • United States
475 Park Avenue Suite 2100, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Poughkeepsie | NY | 05/2016 | 03/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2016 | 03/2019 |
| Lpl Financial, Llc | Fishkill | NY | 03/2019 | 03/2022 |
| Murphy Wealth Management Group | Fishkill | NY | 04/2019 | 03/2022 |
| Benjamin Feldman | Norwalk | CT | 03/2022 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Norwalk | CT | 05/2022 | 01/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2022 | 01/2024 |
| New York Life Insurance Co And Nylife Securities Llc | New York | NY | 03/2024 | 03/2025 |
| Nylife Securities Llc | New York | NY | 11/2024 | 03/2025 |
| Kestra Investment Services, Llc | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-08 |
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