Carrie Coghill

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

• 10/1997 → 10/2023
  Commonwealth Equity Services, Inc.
  Pittsburgh, PA
• 01/2011 → 11/2025
  Coghill Investment Strategies, Llc
  Pittsburgh, PA
• 10/2023 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2025 → Present
  Kestra Advisory Services, Llc
  Pittsburgh, PA

Previous Registrations

• 2010-06-15 → 2025-11-20
  Commonwealth Financial Network
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 1995-01-10 → 2010-12-31
  D.B. Root & Company, Inc.
  Pittsburgh, PA

Other Businesses

NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/19/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Magee-Womens Research Institute & Foundation POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/25/2022 ADDRESS: 204 Craft Avenue Pittsburgh, Pennsylvania 15213 DESCRIPTION: Strategic Planning NAME: Coghill Investment Strategies, LLC, a Bluespring Wealth Partner POSITION: CEO NATURE: Registered rep activities through Kestra Investment Services; Consulting; Insurance; Investment advisory services through Kestra Advisory Services, LLC; Business Consulting, Retirement Plan Consulting, Benefits Consulting, Business Valuation Consulting, Business Succession Consulting, Business Exit Planning, Fixed Annuities (other than equity index annuities), Life Insurance, Long Term Care, Corporate Benefits and Retirement Plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/01/2025 ADDRESS: Six PPG Place, Suite 730 Pittsburgh, Pennsylvania 15222 DESCRIPTION: Investment Management, Holistic Wealth Management NAME: Coghill Investment Strategies-Legacy Business POSITION: Owner/Officer NATURE: Legacy Shell post Bluespring acquisition INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: Six PPG Place, Suite 730 Pittsburgh, Pennsylvania 15222 DESCRIPTION: Shell Company - No activities will take place. NAME: Financial Forerunner POSITION: Managing Member NATURE: Real Estate; Rental/Leasing of Commercial or Residential Property(ies); Residential Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2020 ADDRESS: 207 Warwick Drive Pittsburgh, Pennsylvania 15241 DESCRIPTION: Take care of the property, when needed. NAME: Author POSITION: Author NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2015 ADDRESS: 207 Warwick Drive Pittsburgh, Pennsylvania 15241 DESCRIPTION: In the past, I've written 2 books about finance. This was a long time ago and I no longer receive compensation. However, since the books are still in circulation, Commonwealth felt it best to disclose as an OBA NAME: Eden Hall Foundation POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 06/19/2026 ADDRESS: 600 Grant Street Suite 5050 Pittsburgh, Pennsylvania 15219 DESCRIPTION: Assist with strategic planning, review and approval of grants and participation on the investment committee. Per Carrie - Cambridge Associates is the sole advisor on the assets for the foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-08-21
• S63 Uniform Securities Agent State Law Examination
  1987-01-09

Designations

• Certified Financial Planner

Other Names

• Carrie Lynn Conley
• Carrie Lynn Estock
• Carrie Lynn Coghill
• Carrie Lynn Coghill
• Carrie Coghill Kuntz
• Carrie Coghill Kuntz