Andrew Dominic Wilkins

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 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

• 07/2015 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 09/2015 → 10/2021
  Bank Of America, N.A.
  Boca Raton, FL
• 10/2021 → Present
  Kestra Investment Services, Llc
  Boca Raton, FL
• 10/2021 → Present
  Kestra Private Wealth Services, Llc
  Boca Raton, FL

Previous Registrations

• 2015-08-21 → 2021-10-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  Coral Springs, FL
• 2013-07-11 → 2015-07-17
  Voya Investment Management Co. Llc
  New York, NY
  Windsor, CT

Other Businesses

Bus Name: EAGLE HARBOR ADVISORS POSITION: Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/18/2021 ADDRESS: 2650 N. Military Trail, Suite 130, Boca Raton FL 33431, United States DESCRIPTION: Director of Wealth planning and client acquisition Bus Name: EAGLE HARBOR ADVISORS POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/18/2021 ADDRESS: 2650 N. Military Trail, Suite 130, Boca Raton FL 33431, United States DESCRIPTION: Director of Wealth planning and client acquisition. Approved financial advisor w/ NFLPA to service professional football players. NFLPA requires all members of union to use only approved financial advisors, which I have been approved for to provide list of services below. * Investment Advice *Budgeting *Financial Planning *Insurance Planning * Purchase or Sale of Securities * Retirement Planning Bus Name: EAGLE HARBOR INSURANCE, LLC POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/05/2025 ADDRESS: 2650 N. Military Trail, Suite 420, Boca Raton FL 33431, United States DESCRIPTION: Agent for life insurance and LTC solutions for clients. maintain annual renewals with state of Florida for business as well.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-11
• S63 Uniform Securities Agent State Law Examination
  2013-02-02

Designations

• Certified Financial Planner

Other Names

• Andy Wilkins