Stephen Joseph Mincone

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

• 07/2015 → 02/2019
  Ameriprise Financial Services, Inc.
  Bohemia, NY
• 03/2019 → Present
  Coastline Wealth Management
  Port Jefferson, NY
• 03/2019 → Present
  Kestra Investment Services, Llc.
  Port Jefferson, NY
• 03/2019 → Present
  Kestra Advisory Services, Llc.
  Port Jefferson, NY

Other Businesses

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 3/18/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Financial advice & financial planning Business Name: Coastline Wealth Management Investment Related: Yes Address: 414 Main St Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 3/18/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Advising clients Business Name: STEPHEN MINCONE POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/09/2023 ADDRESS: 7600 Jericho Tpke, Suite 302, Woodbury NY 11797 DESCRIPTION: Facilitating paperwork and recommending suitable insurance products Business Name: MINCONE WEALTH STRATEGIES, LLC POSITION: Owner NATURE: Flow through INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/25/2022 ADDRESS: 160 Rivendell Court, Melville NY 11747 DESCRIPTION: Founder and Owner. Manage day to day responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-20

Designations

• Certified Financial Planner