Raymond Jerome Luce

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

• 08/2006 → 07/2025
  Western New York Referee Assoc.
  Syracuse, NY
• 12/2010 → 07/2025
  Cadaret, Grant & Co., Inc.
  Central Square, NY
• 12/2010 → 05/2026
  Reliance Capital Management
  Central Square, NY
• 05/2026 → Present
  Kestra Investment Services, Llc
  Central Square, NY
• 05/2026 → Present
  Kestra Advisory Services, Llc
  Central Square, NY
• 07/2025 → 05/2026
  Lpl Financial Llc
  Central Square, NY

Previous Registrations

• 2025-07-10 → 2026-05-29
  Lpl Financial Llc
  Central Square, NY
• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Central Square, NY
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY

Other Businesses

Name: RELIANCE CAPITAL MANAGEMENT, INC. POSITION: Reliance capital-Foundi Director NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/27/2026 ADDRESS: 104 Rust Memorial Rd, Central Square NY 13036, United States DESCRIPTION: putting in place relevant insurance products based on client's need

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-27

Other Names

• Raymond J Luce