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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-06 |
Branch Locations
1422 Euclid Ave Ste 630, Cleveland, OH 44115 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army Reserve | Whitehall | OH | 03/2002 | 01/2023 |
| Ameriprise Financial Services, Inc. | Beachwood | OH | 08/2015 | 09/2019 |
| Washburn Asset Management Llc | Amherst | OH | 09/2019 | 06/2026 |
| Kestra Advisory Services, Llc | Cleveland | OH | 05/2026 | Present |
NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/28/2026 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Magis Advisory Group, LLC POSITION: IAR Field Assistant NATURE: Registered Field Assistant; Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/28/2026 ADDRESS: 1422 Euclid Avenue Suite 630 Cleveland, Ohio 44115 DESCRIPTION: Provide internal support for other advisers and their clients, not acting as a Registered Rep, Series 65 only. NAME: Musician POSITION: Gig musician NATURE: Music INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 103 Hornyak St Amherst, Ohio 44001 DESCRIPTION: Gig musician
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-13 |
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