Patrick Devlin Atwood

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

• 04/2026 → Present
  Kestra Investment Services, Llc
  Morristown, NJ
• 08/2024 → 04/2026
  Kestra Investment Services, Llc
  Morristown, NJ
• 08/2016 → 05/2020
  Gilman School
  Baltimore, MD
• 08/2020 → 05/2024
  University Of Delaware
  Newark, DE
• 06/2026 → Present
  Kestra Advisory Services, Llc
  Morristown, NJ

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: SYNTHESIS WEALTH PLANNING POSITION: Registered Rep & Field Support NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2024 ADDRESS: 161 Madison Avenue, Suite 200, Morristown NJ 07960, United States DESCRIPTION: - Assist clients and registered rep activates

Exams

• S66 Uniform Combined State Law Examination
  2026-06-22

Other Names

• Patrick Atwood