Kestra Private Wealth Services, LLC

Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $2,145,593,804 in 6,619 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,146
    MILLION
  • Total Number of Accounts
    6,619
    ACCOUNTS
  • Average Account Value
    $324,157
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.

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Kestra Private Wealth Services, LLC
Showing 1 - 10 of 83 top financial advisors.
1
Todd N. Adams
CRD#: 1920468
6340 South 3000 East, Suite 350, Salt Lake City, UT 84121

Todd Adams (CRD# 1920468) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 31 years of experience in the finance industry.

2
Kelly C. Almonte
CRD#: 4796791
1000 Chapel View Blvd, Suite 200, Cranston, RI 02920

Kelly Almonte (CRD# 4796791) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 14 years of experience in the finance industry.

3
Amy V. Babbel
CRD#: 5161192
6340 South 3000 East, Suite 350, Salt Lake City, UT 84121

Amy Babbel (CRD# 5161192) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

4
Gary J. Baker
CRD#: 3067322
17280 North Outer 40 Road, Suite 201, Chesterfield, MO 63005

Gary Baker (CRD# 3067322) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chesterfield, MO and has over 21 years of experience in the finance industry.

5
Eddie C. Barber
CRD#: 2313762
6340 South 3000 East, Suite 350, Salt Lake City, UT 84121

Eddie Barber (CRD# 2313762) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 26 years of experience in the finance industry.

6
Jannine M. Barbosa
CRD#: 4723222
90 Crystal Run Road, Suite 101, Middletown, NY 10941

Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 13 years of experience in the finance industry.

7
Robert M. Bartenstein
CRD#: 2503260
16935 W. Bernardo Drive, Ste 260, San Diego, CA 92127

Robert Bartenstein (CRD# 2503260) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 26 years of experience in the finance industry.

8
Steven A. Battel
CRD#: 2505515
61 South Paramus Rd. Suite 285, Paramus, NJ 07652

Steven Battel (CRD# 2505515) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Paramus, NJ and has over 22 years of experience in the finance industry.

9
Gregory M. Billow
CRD#: 1526780
6430 So 3000 E, Ste 350, Slc, UT 84121

Gregory Billow (CRD# 1526780) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Slc, UT and has over 34 years of experience in the finance industry.

10
Tyler S. Bolyard
CRD#: 5983044
6340 S 3000 E, Suite 350, Salt Lake City, UT 84121

Tyler Bolyard (CRD# 5983044) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

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