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Lori Mezzetti

Kestra Advisory Services, LLC

Austin, TX

Florida, NY

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Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-19
TX RA APPROVED 2024-11-19
  • NY RA
    APPROVED
    Since 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-19

Branch Locations

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

59 North Main Street, Florida, NY 10921 • 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
Myles Financial Services Florida NY 09/2006 04/2017
Sii Albany NY 12/2013 04/2017
Myles Wealth Management Florida NY 12/2013 11/2024
Kestra Advisory Services Llc Florida NY 11/2024 Present
  • 09/2006 → 04/2017
    Myles Financial Services
    Florida, NY
  • 12/2013 → 04/2017
    Sii
    Albany, NY
  • 12/2013 → 11/2024
    Myles Wealth Management
    Florida, NY
  • 11/2024 → Present
    Kestra Advisory Services Llc
    Florida, NY
Previous Registrations
  • 2017-02-06 → 2024-12-10
    Myles Wealth Management, Llc
    Florida, NY
  • 2013-12-06 → 2014-02-20
    Signator Investors, Inc.
    Albany, NY
    Florida, NY
  • 2012-03-09 → 2013-12-16
    Equitable Advisors, Llc
    Florida, NY
    New York, NY
    Florida, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-23
S63 Uniform Securities Agent State Law Examination 1992-12-05
  • S65 Uniform Investment Adviser Law Examination
    2012-02-23
  • S63 Uniform Securities Agent State Law Examination
    1992-12-05
Other Names
  • Lori Mezzetti
  • Lori Schellberg
  • Lori Kozlowski

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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