Deborah Sharp

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 03/2024
  Alliant Insurance Services, Inc.
  New York, NY
• 04/2019 → 05/2021
  Willis Towers Watson
  San Francisco, CA
• 01/2018 → 03/2019
  Fidelity Investments
  Westlake, TX
• 06/2017 → 11/2017
  Mathnasium
  Lakeway, TX
• 12/2017 → 12/2017
  Unemployed
  Copperas Cove, TX
• 08/2014 → 05/2017
  University Of Texas
  Austin, TX
• 08/2016 → 04/2017
  University Of Texas
  Austin, TX
• 06/2021 → 03/2024
  Alliant Retirement Consulting
  New York, NY
• 06/2021 → 02/2022
  Cetera Advisor Networks
  El Segundo, CA
• 02/2022 → 03/2024
  Cetera Advisor Networks
  El Segundo, CA
• 01/2023 → 03/2024
  Alliant Retirement Services, Llc/Alliant Retirement Consulting
  New York, NY
• 04/2024 → Present
  Kestra Investment Services, Llc
  New York, NY
• 04/2024 → Present
  Kestra Advisory Services, Llc
  New York, NY

Previous Registrations

• 2023-01-09 → 2024-03-27
  Retirement And Wealth At Alliant, Llc
  New York City, NY
  Wayne, PA

Other Businesses

Business Name: NFP POSITION: field assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 200 Park Ave, Suite 3202, New York NY 10166, United States DESCRIPTION: Support 401k plan sponsors on plan design, investment options, compliance, employee education, and fee benchmarking.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-07
• S63 Uniform Securities Agent State Law Examination
  2022-06-25