Eric Donato Pucciarelli

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

• 04/2015 → Present
  Kestra Investment Services, Llc
  Alpharetta, GA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Alpharetta, GA

Previous Registrations

• 2008-09-12 → 2015-09-08
  Investacorp Advisory Services Inc
  Alpharetta, GA
• 2006-09-07 → 2008-08-29
  Ameriprise Financial Services, Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

Name: EDP CONSULTING, LLC Investment Related: No Address: 35 Old Canton St. Alpharetta GA 30004 Nature of Business: Consulting; Other Other/None of the Above NA Position, Title or Relationship: Member Start Date: 1/17/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: passive coach advisors on how to systematize more of their business, use staff efficiently, and communicate with clients efficiently 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: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: Peachtree Capital Holdings Investment Related: Yes Address: 35 Old Canton Rd Alpharetta GA 30009 Nature of Business: Real Estate Position, Title or Relationship: I am the member/owner of the LLC Start Date: 7/27/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Marketing to and showing property to potential renters; paying mortgage, collecting rent, covering maintenance and repair expenses, from LLC bank account Name: ESL ADVISERS POSITION: affiliate NATURE: referring business consulting services INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2022 ADDRESS: 577 Ralph McGill Blvd, Atlanta GA 30312 DESCRIPTION: receive referral fee for engagements Name: CLARIVISE PRIVATE WEALTH POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 140 SECURITIES TRADING HOURS: 110 START DATE: 05/01/2025 ADDRESS: 11800 Amber Park Dr., Suite 240, Alpharetta GA 30009, United States DESCRIPTION: production management of employees Sales and ongoing administration of financial dashboard service

Exams

• S66 Uniform Combined State Law Examination
  2006-08-31