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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-19 |
| FL | RA | APPROVED | 2025-11-10 |
| NY | RA | APPROVED | 2023-03-03 |
Branch Locations
Fernandina Beach, FL • United States
2 Pomperaug Office Park Ste 301, Southbury, CT 06488 • United States
565 Taxter Road Suite 490, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skcg | White Plains | NY | 05/2012 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 01/2020 |
| Kestra Investment Services, Llc | Elmsford | NY | 02/2020 | Present |
U.S. FINANCIAL SERVICES POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 152 START DATE: 02/18/2022 ADDRESS: 375 Passaic Avenue, Fairfield NJ 07004, United States DESCRIPTION: Providing investment advice to clients in an advisory capacity, and client relationship management HUDSON DYNAMIC RETIREMENT INC POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 152 START DATE: 02/24/2020 ADDRESS: 555 Taxter Road Suite 190, Elmsford NY 10523, United States DESCRIPTION: Providing investment advice to clients in advisory capacity and client relationship management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-04 |
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