Robert Joseph Iannaccone

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

• 06/2025 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 09/2022 → Present
  Bentley University
  Waltham, MA
• 09/2009 → 06/2022
  Eastport South Manor School District
  Manorville, NY
• 06/2024 → 06/2025
  Coastline Wealth Management
  Port Jefferson, NY
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Port Jefferson, NY

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/12/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: COASTLINE WEALTH MANAGEMENT POSITION: Registered Representative NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/26/2025 ADDRESS: 381 East Main Street, Bay Shore NY 11706, United States DESCRIPTION: Help Clients. Financial planning services. NAME: RANE HOLDINGS LLC. POSITION: investor/owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 201 Halsey Manor Rd, Manorville NY 11949, United States DESCRIPTION: n/a

Exams

• S66 Uniform Combined State Law Examination
  2025-09-26