Alexander Michael Panas

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

• 07/2005 → 01/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 07/2005 → 01/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 07/2019 → Present
  Kestra Investment Services, Llc
  New York, NY
• 07/2019 → Present
  Kestra Advisory Services, Llc
  New York, NY
• 01/2018 → 06/2019
  Kestra Investment Services, Llc
  Morristown, NJ
• 01/2018 → 06/2019
  Kestra Advisory Services, Llc
  Morristown, NJ

Previous Registrations

• 2018-01-29 → 2019-06-19
  Kestra Advisory Services, Llc
  Morristown, NJ
  Austin, TX
• 2005-07-28 → 2018-02-21
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2005-12-19 → 2018-02-21
  Summit Financial Resources Inc
  Parsippany, NJ
• 2003-08-19 → 2005-10-06
  Stonebridge Capital Management
  West Caldwell, NJ

Other Businesses

Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Bldg 2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisory Representative Start Date: 2/1/2018 Hours per month: 100%+ 160+Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: investment advice and financial planning advice for a fee. Name: NFP/PartnersFinancial Investment Related: No Address: 1250 S. Capital of Texas Hwy, Bldg 2, Suite 125 Austin TX 78746 Nature of Business: Insurance Position, Title or Relationship: Producer Start Date: 11/26/2018 Hours per month: (17 - 32 hours) Hours/month during trading hours: 11% - 20% (15 - 28 hours) Duties: Sell life, disability and long-term care insurance, and fixed annuities Name: Power of Zero seminar program Investment Related: Yes Address: 161 Madison Ave, Ste 200 Morristown NJ 07960 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Instructor Start Date: 1/30/2020 Hours/month: (0 - 16 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Teaching and hosting a 1 hour consultation. Name: Morris Rugby Corporation Investment Related: No Address: 45 S. Park Place #257 Morristown NJ 07960 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 1/26/2020 Hours/month:(0 - 16 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend monthly meeting and executing events. Name: Retirement Planning Today (Financial Educators Network) Investment Related: Yes Address: 161 Madison Ave, Ste 200 Morristown NJ 07960 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Instructor Start Date: 2/27/2020 Hours/month: 11% - 20% (17 - 32 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: teach the 6 hour/2 day class & 1 hour in-office consultation. Name: SOFA - Society for Financial Awareness Investment Related: Yes Address: 3914 Murphy Canyon Rd STE A125 San Diego CA 92123 Nature of Business: Other Other/None of the Above Financial education seminars. This is the organization under which the Power of Zero seminars are marketed. Position, Title or Relationship: Educator Start Date: 2/20/2020 Hours/month:(0 - 16 hours) Hours/month during trading hours: (0 - 14 hours) Duties: Teach Power of Zero seminars. Name: TRUSTED AMERICAN INSURANCE AGENCY (TAIA) POSITION: none NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 201 Creekside Ridge Ct, Ste 200, Roseville CA 95678, United States DESCRIPTION: none Name: MEL FISHER EXPEDITION-2025, LLCPOSITION: Member NATURE: Shipwreck treasure salvage INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/23/2025 ADDRESS: 613 Duval St, Key West FL 33040, United States DESCRIPTION: I will own a 1/4 unit of 35 maximum units offered through a Private Placement Memorandum. non-managing member. Name: SYNTHESIS WEALTH PLANNING, LLC POSITION: Wealth Planner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 02/01/2018 ADDRESS: 161 Madison Ave, Ste 200, Morristown NJ 07960, United States DESCRIPTION: Financial planning, investment advisory, life DI & LTC sales. Name: SWP LEGACY, LLC POSITION: Member NATURE: Receive payments from BWP for acquisition of Synthesis Wealth Planning LLC INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2026 ADDRESS: 161 Madison Ave, Ste 200, Morristown NJ 07960, United States DESCRIPTION: Receive remaining payments from BWP and distribute to selling partners of SWP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-19
• S63 Uniform Securities Agent State Law Examination
  1994-10-05

Designations

• Certified Financial Planner

Other Names

• Alex Panas
• Alexander Michael Panas