Todd BellistriCRD Number: 2221461
Current Firm: Kestra Advisory Services, LLC
Todd Bellistri (CRD# 2221461) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 29 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|August Benefits||Huntington, NY||Mar 2008 - Current||13|
|Nfp Advisor Services||Hauppauge, NY||Nov 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management34,791MILLIONS
Total Number of Accounts110,060ACCOUNTS
Average Account Value$316,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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