Matthew Joseph Acheson

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

Authority	Category	Status	Date
NH	RA	APPROVED	2016-04-19

NH RA
APPROVED

Since 2016-04-19

Branch Locations

Hollis, NH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	05/2000	Present
Kestra Advisory Services, Llc	Hollis	NH	04/2016	Present
Kestra Investment Services, Llc	Hollis	NH	01/2015	Present

05/2000 → Present

Axa Advisors, Llc

New York, NY
04/2016 → Present

Kestra Advisory Services, Llc

Hollis, NH
01/2015 → Present

Kestra Investment Services, Llc

Hollis, NH

Previous Registrations

2007-06-19 → 2014-12-23

Equitable Advisors, Llc

Wellesley, MA

South Hampton, NH

Wellesley, MA

Wellesley, MA

Other Businesses

Business Name: Parkview Finanical Investment Related: Yes Address: One Tare Boulevard, Suite 200 Nashua NE 03062 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Directly working with clients Start Date: 2/3/2015 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Selling, paperwork, and serviceBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Hoit Mill Appartments, LLC Investment Related: No Address: 32 Hoit Mill Road Weare NH 03281 Nature of Business: Real Estate Position, Title or Relationship: Investor/owner. Start Date: 1/5/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will handle the purchase and closing of the property. My wife will be the day to day property manager.Business Name: River View Apartments, LLC Investment Related: Yes Address: 43 Shipley Drive Hollis NH 03049 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 5/24/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: For me this is just a passive investment. ELM STREET APARTMENTS LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/08/2021 ADDRESS: 77 Elm street, Milford NH 03055, United States DESCRIPTION: I purchased the property and my wife will handle the management of the property.