Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-15 |
Branch Locations
Little River, SC • United States
1303 Main Street, Port Jefferson, NY 11777 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon | Centereach | NY | 08/1998 | 01/2025 |
| Kestra Advsory Services Llc | Port Jefferson | NY | 03/2022 | Present |
| Kestra Investment Services, Llc | Port Jefferson | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-06 |
Reach out to this advisor