Donald Jay Settina

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

• 11/2010 → 05/2022
  Lpl Financial Llc
  Pittsburgh, PA
• 05/2022 → Present
  Kestra Investment Services Llc
  Pittsburgh, PA
• 05/2022 → Present
  Kestra Advisory Services Llc
  Pittsburgh, PA

Previous Registrations

• 2010-11-30 → 2022-06-09
  Lpl Financial Llc
  Fort Mill, SC
  Pittsburgh, PA
  Bryan, OH
  Bonita Springs, FL
• 2009-03-24 → 2010-11-30
  Nrp Advisors, Inc.
  Pittsburgh, PA
  Bryan, OH
• 2003-01-14 → 2009-09-01
  Don Settina, Inc.
  Pittsburgh, PA
• 2002-07-08 → 2009-03-31
  Osaic Wealth, Inc.
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

LIFEPRO FINANCIAL SERVICES POSITION: Insurance advisor NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 06/01/2020 ADDRESS: 2652 HIDDEN VALLEY DR, PITTSBURGH PA 15241, United States DESCRIPTION: Make recommendations for life insurance as it pertains to our financial plan and help with design and underwriting of the policies through LifePro RETIRERIGHT FINANCIAL PLANNING POSITION: Executive benefit Consultant and Insurance Specialist NATURE: Registered Rep Activities through Kestra Investment Services, Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2022 ADDRESS: 2652 HIDDEN VALLEY DR, PITTSBURGH PA 15241, United States DESCRIPTION: Meet with clients, proceed with financial planning process and make recommendations. EXCELLENT VENTURES, INC POSITION: Executive benefit Consultant and Insurance Specialist NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2020 ADDRESS: 2652 HIDDEN VALLEY DR, PITTSBURGH PA 15241, United States DESCRIPTION: Meet with clients, proceed with financial planning process and make recommendations. KESTRA ADVISORY SERVICES POSITION: Executive benefit Consultant and Insurance Specialist NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/19/2022 ADDRESS: 2652 HIDDEN VALLEY DR, PITTSBURGH PA 15241, United States DESCRIPTION: Focus on the insurance side of business

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-01-10

Designations

• Certified Financial Planner

Other Names

• Donald Day Settina