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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-13 |
Branch Locations
311 W Fletcher Ave, Tampa, FL 33612 • 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 |
|---|---|---|---|---|
| Ey/Tapfin | Tampa | FL | 07/2018 | 04/2025 |
| Usf Federal Credit Union | Tampa | FL | 05/2016 | 07/2018 |
| Smartpro Financial | Bradenton | FL | 05/2025 | 07/2025 |
| Kestra Advisory Services, Llc | Tampa | FL | 08/2025 | Present |
| Kestra Investment Services, Llc | Tampa | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-20 |
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