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August David Consiglio

Kestra Advisory Services, LLC

Wexford, PA

Austin, TX

CRD 1516553

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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
PA RA APPROVED 2016-04-21
  • PA RA
    APPROVED
    Since 2016-04-21

Branch Locations

Wexford, PA • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Connecticut General Life Insurance Compa Pittsburgh PA 07/1986 Present
Kestra Advisory Services, Llc Wexford PA 04/2016 Present
Kestra Investment Services, Llc Wexford PA 11/1997 Present
  • 07/1986 → Present
    Connecticut General Life Insurance Compa
    Pittsburgh, PA
  • 04/2016 → Present
    Wexford, PA
  • 11/1997 → Present
    Kestra Investment Services, Llc
    Wexford, PA
Previous Registrations
  • 1995-01-03 → 2004-11-23
    Apb Financial Group Ltd
    Warrendale, PA
Other Businesses

Business Name: Consiglio Financial Group, LLC. Investment Related: Yes Address: 131 Oakhaven Drive Wexford PA 15090 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President Start Date: 9/1/2007 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Management, sales and administrative. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-08-22
  • S63 Uniform Securities Agent State Law Examination
    1986-08-22
Designations
  • Chartered Financial Consultant
Other Names
  • Augie Consiglio
  • Augie Consiglo

View on SEC IAPD

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