Steven Christopher Massey

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

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Ridgeland, MS
• 08/2005 → Present
  Kestra Investment Services, Llc
  Ridgeland, MS

Other Businesses

Name: WealthPartners, LLP Investment Related: Yes Address: 220 Trace Colony Park Drive Ste A Ridgeland MS 39157 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Partner Start Date: 5/13/2005 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Primarily investment management for prosepctive and existing clients and due diligence of available resources to accomplish these duties. Name: Massey Properties, LLC Investment Related: Yes Address: 3003 Lakeland Cove Jackson MS 39042 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 5/13/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Passive investment in family-owned commerical real estate property. Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: The Catholic Foundation of the Diocese of Jackson, MS Investment Related: Yes Address: 237 East Amite Street Jackson MS 39225 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member - voluntary Start Date: 11/18/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Quarterly investment committee meetings, 2 board meetings per year. Investment committee submits a status report on the Foundation's investments to the Executive Committee.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-19
• S63 Uniform Securities Agent State Law Examination
  2005-10-03

Designations

• Certified Financial Planner