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Craig Pais

Kestra Advisory Services, LLC

Jackson Heights, NY

New York, NY

Austin, TX

Southbury, CT

CRD 6339834

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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:

Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-03
NY RA APPROVED 2026-06-12
  • CT RA
    APPROVED
    Since 2026-08-03
  • NY RA
    APPROVED
    Since 2026-06-12

Branch Locations

Jackson Heights, NY • United States

475 Park Avenue South Suite 2100, New York, NY 10016 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

2 Pomperaug Office Park Ste 301, Southbury, CT 06488 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Innisfree M&A Incorporated New York NY 01/2016 04/2026
Kestra Advisory Services, Llc New York NY 06/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-20
S63 Uniform Securities Agent State Law Examination 2014-10-07
  • S65 Uniform Investment Adviser Law Examination
    2026-05-20
  • S63 Uniform Securities Agent State Law Examination
    2014-10-07
Other Names
  • Craig Pais
  • Craig Anthony Pais

View on SEC IAPD

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