Ronald Gray Kiser

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 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

• 09/2016 → 05/2021
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 05/2006 → 01/2017
  Suntrust Investment Services, Inc
  Atlanta, GA
• 01/2017 → 05/2021
  Suntrust Investment Services, Inc
  Atlanta, GA
• 06/2021 → Present
  Kestra Investment Services, Llc
  Virgina Beach, VA
• 06/2021 → Present
  Kestra Private Wealth Services, Llc
  Virginia Beach, VA

Previous Registrations

• 2016-09-27 → 2021-06-18
  Truist Advisory Services, Inc.
  Roanoke, VA
  Chesapeake, VA
  Glen Allen, VA
  Chesapeake, VA
  Virgiria Beach, VA
  Onancock, VA
  Norfolk, VA
  Norfolk, VA
• 2005-03-07 → 2016-12-31
  Truist Investment Services, Inc.
  Richmond, VA
  Chesapeake, VA
  Norfolk, VA
  Roanoke, VA
  Norfolk, VA
  Suffolk, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Chesapeake, VA
  Glen Allen, VA
  Chesapeake, VA
  Virginia Beach, VA
  Norfolk, VA
  Onancock, VA
  Norfolk, VA
  Exmore, VA

Other Businesses

Business Name: R&T properties Investment Related: Yes Address: 606 Goldsboro Ave Virginia Beach VA 23451 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 6/2/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Silent partner Business Name: East Front Cabinets Investment Related: No Address: 5595 Raby rd Norfolk VA 23502 Nature of Business: Other Other/None of the Above Selling of cabinets to the public Position, Title or Relationship: Sales manager Start Date: 1/2/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I consult with our ceo on sales ideas two times a month Business Name: FREEDOM FIDUCIARY ADVISOR POSITION: financial advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 06/24/2021 ADDRESS: 606 Goldsboro Ave, Virginia Beach VA 23451, United States DESCRIPTION: Advise clients on best investment solution based on needs and goals Business Name: R&T PROPERTIES POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2004 ADDRESS: 606 Goldsboro Ave, Virginia Beach VA 23451, United States DESCRIPTION: Silent Partner Business Name: EAST FRONT CABINETS POSITION: Sales Manager NATURE: selling cabinets to the public INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2017 ADDRESS: 5595 Raby Rd, Norfolk VA 23502, United States DESCRIPTION: I consult with our CEO on sales ideas two times a month. Business Name: MAKE MONEY TUESDAY POSITION: 50% owner of the LLC NATURE: using this LLC to fund payroll for support staff INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2021 ADDRESS: 4445 Corporation Lane, virginia beach VA 23462, United States DESCRIPTION: This LLC is being set up to pay our employees. My only obligation for this LLC is writing checks for payroll. Business Name: MM MAGIC RENTALS POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2022 ADDRESS: 606 Goldsboro Avenue, Virginia Beach VA 23451-4767, United States DESCRIPTION: none, property manager handles all aspects.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-04
• S63 Uniform Securities Agent State Law Examination
  1999-07-09