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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:

Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-19
FL RA APPROVED 2025-11-10
NY RA APPROVED 2023-03-03
  • TX RA
    APPROVED
    Since 2025-12-19
  • FL RA
    APPROVED
    Since 2025-11-10
  • NY RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2012 → Present
    Skcg
    White Plains, NY
  • 09/2013 → 01/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 02/2020 → Present
    Kestra Investment Services, Llc
    Elmsford, NY
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-05-04
  • S63 Uniform Securities Agent State Law Examination
    2010-05-04
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Louise Danielle Felicetti
  • Louise Danielle Felicetti
  • Louise Danielle Albert
  • Louise Felicetti Albert

View on SEC IAPD

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