Brian Michael Menickella

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

• 12/2016 → 02/2025
  Lpl Financial Llc
  King Of Prussia, PA
• 06/1998 → 02/2025
  Beacon Financial Services, Inc
  King Of Prussia, PA
• 02/2025 → Present
  Kestra Investment Services, Llc
  Wayne, PA
• 02/2025 → Present
  Kestra Advisory Services, Llc
  Wayne, PA
• 02/1994 → 12/2016
  Tfs Securities, Inc.
  Lincroft, NJ

Previous Registrations

• 2017-03-29 → 2025-04-15
  Beacon Financial Services, Inc
  Wayne, PA
• 2016-12-27 → 2025-03-11
  Lpl Financial Llc
  King Of Prussia, PA
  Doylestown, PA
  Wayne, PA
• 2007-01-01 → 2016-12-27
  World Investments, Llc
  Lincroft, NJ
  King Of Prussia, PA
  King Of Prussia, PA

Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/20/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: BEACON FINANCIAL SERVICES POSITION: Owner / President / Managing Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/22/2025 ADDRESS: 1200 Liberty Ridge, Suite 110, Wayne PA 19087, United States DESCRIPTION: Manage the Business Manage client accounts both Wealth Management and Corporate Retirement Plans Bus Name: THE BEACON GROUP OF COMPANIES POSITION: Member NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/22/2025 ADDRESS: 120 S Warner Rd, Suite 201, King Of Prussia PA 19406, United States DESCRIPTION: Silent Partner Bus Name: BEACON REAL ESTATE POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/22/2025 ADDRESS: 119 Fox Case Court, Swedesboro NJ 08085, United States DESCRIPTION: oversee operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-22
• S63 Uniform Securities Agent State Law Examination
  1994-03-17