Scott Charles Fanatico

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

• 05/2016 → 01/2025
  Royal Alliance /Osaic Wealth, Inc.
  San Angelo, TX
• 01/2025 → Present
  Kestra Investment Services, Llc
  San Angelo, TX
• 01/2025 → Present
  Kestra Advisory Services Llc
  San Angelo, TX

Previous Registrations

• 2016-05-02 → 2025-01-27
  Osaic Wealth, Inc.
  San Angelo, TX
  Scottsdale, AZ
  Amarillo, TX
  San Angelo, TX
• 2007-09-25 → 2016-05-05
  Sei Investments Management Corp
  Mckinney, TX
  Oaks, PA

Other Businesses

Bus Name: THE FINANCIAL SERVICES CENTER POSITION: Registered Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/23/2025 ADDRESS: 3433 South Johnson, San Angelo TX 76904, United States DESCRIPTION: Registered Representative acting as close to a Fiduciary as Possible in support of client advice for financial services Bus Name: KESTRA ADVISORY SERVICESPOSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/23/2025 ADDRESS: 5707 Southwest Parkway, Blding 2 Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-24
• S63 Uniform Securities Agent State Law Examination
  1996-01-22