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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-26 |
Branch Locations
Florham Park, NJ • United States
375 Passaic Ave, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 10/2022 | 05/2024 |
| Morgan Stanley | Morristown | NJ | 06/2021 | 08/2021 |
| Morgan Stanley | Morristown | NJ | 06/2020 | 08/2020 |
| Morgan Stanley | Morristown | NJ | 06/2019 | 08/2019 |
| Scoop Coop | East Hanover | NJ | 03/2015 | 10/2018 |
| N/A | Kingston | RI | 09/2018 | 05/2019 |
| N/A | Kingston | RI | 09/2019 | 05/2020 |
| N/A | Kingston | RI | 09/2020 | 05/2021 |
| N/A | Kingston | RI | 09/2021 | 05/2022 |
| N/A | Florham Park | NJ | 06/2022 | 09/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2023 | 05/2024 |
| N/A | Florham Park | NJ | 06/2024 | 01/2025 |
| Kestra Investment Services, Llc | Fairfield | NJ | 02/2025 | Present |
| Kestra Advisory Services, Llc | Fairfield | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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