Moira Moynihan-Manoog

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

• 10/1993 → Present
  James J. Moynihan Ins. Agency
  Worcester, MA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Worcester, MA
• 10/1997 → Present
  Kestra Investment Services, Llc
  Worcester, MA

Other Businesses

Name: James J. Moynihan Insurance Agency Investment Related: Yes Address: 306 Main Street Worcester MA 01608 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 4/26/1994 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Insurance Sales and Service Name: MSW Financial Partners Investment Related: Yes Address: 306 Main Street Worcester MA 01608 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Firm Principal Start Date: 10/1/2010 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: General Securities Sales and Insurance Sales Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: Westwood Hills Improvement Association Investment Related: No Address: Westwood Hills Worcester MA 01609 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: President Start Date: 2/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General oversight of the neighborhood, maintaining contracts with outside vendors, communicate with residents, chair board meetings, oversight of funds Name: GARDEN CLUB OF AMERICA POSITION: Zone I Awards Chair NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2025 ADDRESS: 14 East 60th Street, New York NY 10022, United States DESCRIPTION: The Awards Rep reviews the submissions, administers the honors, and engages the honorees. We have a streamlined dashboard to review submissions and forward for approval. We meet once a month to review procedures in a zoom format. We have off site meetings in person 2 or 3 times a year.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-09
• S63 Uniform Securities Agent State Law Examination
  1994-02-17

Designations

• Certified Financial Planner

Other Names

• Moira Moynihan