Daniel Bendheim

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

• 05/2026 → Present
  Kestra Investment Services, Llc
  Tempe, AZ
• 05/2026 → Present
  Kestra Advisory Services, Llc
  Tempe, AZ
• 06/2019 → 01/2020
  Edward Jones
  St Louis, MO
• 08/2014 → 05/2018
  Arizona State University
  Tempe, AZ
• 06/2018 → 05/2019
  Unemployed
  Phoenix, AZ
• 05/2020 → 11/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2020 → 05/2020
  Unemployed
  Phoenix, AZ
• 11/2021 → 08/2022
  Robinhood Financial, Llc
  Tempe, AZ
• 06/2022 → 08/2022
  Robinhood Markets, Inc
  Tempe, AZ
• 08/2022 → 10/2023
  Self-Employed
  Phoenix, AZ
• 10/2023 → 12/2024
  Tel-Aviv University
  Tel Aviv Yafo
• 01/2025 → 02/2025
  Unemployed
  Phoenix, AZ
• 02/2025 → 04/2025
  Navigate Financial
  Lacey, WA
• 02/2025 → 05/2025
  Commonwealth Financial Network
  San Diego, CA
• 04/2025 → 05/2025
  Pillar Financial Group
  Lacey, WA
• 05/2025 → 07/2025
  Commonwealth Financial Network
  San Diego, CA
• 05/2025 → 07/2025
  Pillar Financial Group
  Lacey, WA
• 07/2025 → 05/2026
  Commonwealth Financial Network
  San Diego, CA
• 07/2025 → 05/2026
  Pillar Financial Group
  Anchorage, AK

Previous Registrations

• 2025-04-22 → 2025-11-07
  Commonwealth Financial Network
  New York, NY
  Anchorage, AK
  Lacey, WA
  Lacey, WA
• 2019-08-20 → 2020-01-31
  Edward Jones
  Phoenix, AZ
  St Louis, MO
  Sun City, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-03-31

Other Names

• Daniel Bendheim
• Daniel Martin Bendheim
• Daniel M Bendheim