Gary Steven Melnick

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

Authority	Category	Status	Date
MD	RA	APPROVED	2021-11-17

MD RA
APPROVED

Since 2021-11-17

Branch Locations

Baltimore, MD • United States

2330 W. Joppa Rd Suite 195, Lutherville, MD 21093 • United States

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

Organization	City	State	From	To
Penn Mutual Life Ins Co	Balto	MD	07/1991	02/2021
Hornor, Townsend & Kent, Inc.	Balto	MD	09/1991	11/2021
Kestra Advisory Services Llc	Lutherville	MD	11/2021	Present
Kestra Investment Services Llc	Lutherville	MD	11/2021	Present

07/1991 → 02/2021

Penn Mutual Life Ins Co

Balto, MD
09/1991 → 11/2021

Hornor, Townsend & Kent, Inc.

Balto, MD
11/2021 → Present

Kestra Advisory Services Llc

Lutherville, MD
11/2021 → Present

Kestra Investment Services Llc

Lutherville, MD

Previous Registrations

1999-05-21 → 2021-11-17

Hornor, Townsend & Kent, Llc

Balto, MD

Towson, MD

Lutherville, MD

Conshohocken, PA

Other Businesses

MELNICK INSURANCE LLC POSITION: sales NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/20/2006 ADDRESS: 79 Raisin Tree Circle, Pikesville MD 21208, United States DESCRIPTION: meet with clients and new referred prospects to discuss their health insurance needs and implement MELNICK ROSENBAUM WEALTH MANAGEMENT POSITION: producer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 11/16/2021 ADDRESS: 2330 W.Joppa Rd, Suite 195, Lutherville MD 21093, United States DESCRIPTION: sale and service insurance sales to clients a s part of overall plan

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-06-26

S63 Uniform Securities Agent State Law Examination

2000-06-26

Designations

Chartered Financial Consultant

View on SEC IAPD