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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-04 |
Branch Locations
West Chester, PA • United States
1200 Liberty Ridge Dr Suite 110, Wayne, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascensus, Llc | Dresher | PA | 11/2011 | 03/2019 |
| The Beacon Group Of Companies | King Of Prussia | PA | 05/2019 | 03/2025 |
| Lpl Financial Llc | King Of Prussia | PA | 05/2019 | 02/2025 |
| Kestra Investment Services, Llc | Wayne | PA | 03/2025 | Present |
| Kestra Advisory Services, Llc | Wayne | PA | 03/2025 | Present |
Bus 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: 02/22/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: BEACON FINANCIAL SERVICES POSITION: Relationship Manager NATURE: Consulting INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/22/2025 ADDRESS: 1200 Liberty Ridge Drive, Suite 110, Wayne PA 19087, United States DESCRIPTION: Employer Sponsored Retirement Plan Consulting including plan design, vendor selection, investment selection and monitoring and employee education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-29 |
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