Giulio Cannatello

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

• 08/2015 → 03/2019
  Mufg Union Bank
  Palo Alto, CA
• 09/2015 → 03/2019
  Unionbanc Investment Services
  Palo Alto, CA
• 04/2019 → 09/2020
  Lpl Financial, Llc
  San Jose, CA
• 04/2019 → 09/2020
  Strategic Wealth Advisors Group, Llc
  San Jose, CA
• 10/2020 → 11/2024
  Fidelity Investments
  San Jose, CA
• 11/2024 → Present
  Kestra Investment Services, Llc
  San Jose, CA
• 11/2024 → Present
  Kestra Advisory Services, Llc
  San Jose, CA

Previous Registrations

• 2021-01-22 → 2024-10-30
  Fidelity Personal And Workplace Advisors
  San Jose, CA
• 2019-04-04 → 2023-08-21
  Mariner Advisor Network
  San Jose, CA
• 2016-06-29 → 2019-04-04
  U.S. Bancorp Advisors, Llc
  Palo Alto, CA
• 2010-04-13 → 2012-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
  Los Altos, CA
  Mountain View, CA

Other Businesses

Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/05/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: TRANSITIONS WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/05/2024 ADDRESS: 1100 Lincoln Ave. Suite 241, San Jose CA 95125, United States DESCRIPTION: Financial Planning, Investment and insurance planning and advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-29
• S63 Uniform Securities Agent State Law Examination
  2015-11-02
• S66 Uniform Combined State Law Examination
  2010-04-09

Designations

• Certified Financial Planner