Kestra Advisory Services, LLC

Kestra Advisory Services, LLC (CRD# 283330) is a financial advisory firm headquartered in Austin, TX. They manage $45,080,680,529 in 127,790 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    45,081
    MILLION
  • Total Number of Accounts
    127,790
    ACCOUNTS
  • Average Account Value
    $352,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kestra Advisory Services, LLC
Showing 21 - 30 of 1,246 top financial advisors.
21
Kenneth P. Ambrogi
CRD#: 1041778
1249 South River Road, Suite 107, Cranbury, NJ 08512

Kenneth Ambrogi (CRD# 1041778) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cranbury, NJ and has over 30 years of experience in the finance industry. Kenneth Ambrogi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

22
Dennis J. Amico
CRD#: 4426
257 E Ridgewood Ave, Suite 305, Ridgewood, NJ 07450

Dennis Amico (CRD# 4426) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgewood, NJ and has over 32 years of experience in the finance industry.

23
John V. Amore
CRD#: 5430932
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735

John Amore (CRD# 5430932) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 14 years of experience in the finance industry.

24
Philip J. Amos
CRD#: 3262155
36711 American Way, Suite 2f, Avon, OH 44011

Philip Amos (CRD# 3262155) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Avon, OH and has over 21 years of experience in the finance industry.

25
Gregory W. Anderson
CRD#: 2722390
1700 Park Street, Suite 200, Naperville, IL 60563

Gregory Anderson (CRD# 2722390) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Naperville, IL and has over 26 years of experience in the finance industry.

26
John A. Anderson
CRD#: 1414564
177 Madison Ave., Second Floor, Morristown, NJ 07960

John Anderson (CRD# 1414564) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Morristown, NJ and has over 35 years of experience in the finance industry.

27
Kenneth D. Anderson
CRD#: 1455489
629 Green Valley Rd, Suite 212, Greensboro, NC 27408

Kenneth Anderson (CRD# 1455489) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greensboro, NC and has over 36 years of experience in the finance industry.

28
Todd W. Anderson
CRD#: 3237882
228 Park Avenue, Worcester, MA 01609

Todd Anderson (CRD# 3237882) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 22 years of experience in the finance industry.

29
Blair D. Applegate
CRD#: 5774739
120 Vantis, Suite 300, Aliso Viejo, CA 92656

Blair Applegate (CRD# 5774739) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Aliso Viejo, CA and has over 11 years of experience in the finance industry.

30
Jane A. Arambel
CRD#: 2286420
44 Union Blvd, Suite 265, Lakewood, CO 80228

Jane Arambel (CRD# 2286420) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lakewood, CO and has over 28 years of experience in the finance industry.

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