Sean Francis 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

• 05/2016 → 01/2017
  Tfs Securities Inc
  Lincroft, NJ
• 01/2017 → 03/2025
  Lpl Financial, Llc
  King Of Prussia, PA
• 03/2017 → 03/2025
  Beacon Financial Services, Inc
  King Of Prussia, PA
• 03/2025 → Present
  Kestra Investment Services, Llc
  Wayne, PA
• 03/2025 → Present
  Kestra Investment Services, Llc
  Wayne, PA

Previous Registrations

• 2017-03-29 → 2025-04-15
  Beacon Financial Services, Inc
  Wayne, PA
• 2017-01-04 → 2025-03-12
  Lpl Financial Llc
  Wayne, PA
• 2016-09-07 → 2016-12-27
  World Investments, Llc
  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: Managing Director NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/20/2025 ADDRESS: 1200 Liberty Ridge Dr, #110, Wayne PA 19087, United States DESCRIPTION: Producing Advisor providing Wealth Management and Retirement Plan Services to clients. I also oversee the sales and service team at the firm. Bus Name: BEACON BENEFITS LLC POSITION: none NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/04/2017 ADDRESS: 120 S Warner Rd, Suite 210, King of Prussia PA 19406, United States DESCRIPTION: Look for opportunities to introduce members to current clients Bus Name: BEACON INSURANCE SERVICES POSITION: none NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2017 ADDRESS: 120 S Warner Rd, Suite 210, King of Prussia PA 19406, United States DESCRIPTION: Referral based

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-02
• S63 Uniform Securities Agent State Law Examination
  2013-07-03

Other Names

• Sean Menickella