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Sarah Nicole Hillis

Kestra Advisory Services, LLC

Wentzville, MO

Austin, TX

CRD 6881865

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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
MO RA APPROVED 2022-08-11
TX RA APPROVED 2022-08-11
  • MO RA
    APPROVED
    Since 2022-08-11
  • TX RA
    APPROVED
    Since 2022-08-11

Branch Locations

Wentzville, MO • 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
OrganizationCityStateFromTo
Edward Jones Maryland Heights MO 05/2018 06/2021
Edward Jones Manchester MO 12/2017 05/2018
First Bank Hazelwood MO 10/2017 12/2017
Starbucks Arnold MO 08/2014 08/2017
Stifel Nicolaus & Co Inc St. Louis MO 06/2021 08/2022
Kestra Investment Services, Llc Austin TX 08/2022 Present
Kestra Advisory Services, Llc Austin TX 08/2022 Present
  • 05/2018 → 06/2021
    Maryland Heights, MO
  • 12/2017 → 05/2018
    Manchester, MO
  • 10/2017 → 12/2017
    First Bank
    Hazelwood, MO
  • 08/2014 → 08/2017
    Starbucks
    Arnold, MO
  • 06/2021 → 08/2022
    Stifel Nicolaus & Co Inc
    St. Louis, MO
  • 08/2022 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 08/2022 → Present
    Austin, TX
Previous Registrations
Other Businesses

Name: INSTACART POSITION: Independent Contractor/Shopper NATURE: Service INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2025 ADDRESS: 50 Beale Street, Suite 600, San Francisco CA 94105, United States DESCRIPTION: Shopping for customer orders and delivery

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-28
  • S66 Uniform Combined State Law Examination
    2020-09-28
Other Names
  • Sarah Nicole Schnitzer
  • Sarah Schnitzer

View on SEC IAPD

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