Paul Joseph Scileppi

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

• 01/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  Farmington, CT
• 03/2020 → 02/2026
  Ameriprise Financial Services, Llc
  Farmington, CT
• 02/2026 → Present
  Kestra Investment Services, Llc
  Essex, CT
• 02/2026 → Present
  Kestra Advisory Services, Llc
  Essex, CT

Previous Registrations

• 2014-01-31 → 2026-02-23
  Ameriprise Financial Services, Llc
  Tolland, CT
  Farmington, CT
  Derby, CT
• 2009-08-14 → 2014-02-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2008-11-14 → 2009-08-26
  Ubs Financial Services Inc.
  New York, NY
• 1998-01-12 → 2008-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

Name: IVORY WEALTH MANAGEMENT, INC. POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/18/2026 ADDRESS: 124 Westbrook Road, Suite 202, Essex CT 06426, United States DESCRIPTION: Advising clients and helping with long term retirement planning and investing. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/18/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-15
• S63 Uniform Securities Agent State Law Examination
  1993-09-21

Other Names

• Paul Scileppi