Justin Edward Nagel

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 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

• 01/2011 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Canonsburg, PA
• 01/2021 → 12/2025
  Goldman Sachs & Co. Llc
  Canonsburg, PA
• 12/2025 → Present
  Kestra Investment Services, Llc
  Sewickley, PA
• 12/2025 → Present
  Kestra Private Wealth Services, Llc
  Sewickley, PA

Previous Registrations

• 2015-05-08 → 2026-01-14
  Goldman Sachs Wealth Services, L.P.
  Canonsburg, PA

Other Businesses

NAME: KINDRED WEALTH PARTNERS POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2025 ADDRESS: 1603 Carmody Court, Suite 302, Sewickley PA 15143, United States DESCRIPTION: Aid advisors with onboarding clients, preparing financial analysis and planning recommendations.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-05