Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $7,299,740,131 in 21,652 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,300MILLION
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Total Number of Accounts21,652ACCOUNTS
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Average Account Value$337,139
- 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
Melissa Hintz (CRD# 5494321) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 16 years of experience in the finance industry.
Sam Javanmard (CRD# 6851821) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Calabasas, CA and has over 4 years of experience in the finance industry.
Guy Kosov (CRD# 7500496) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has 1 year of experience in the finance industry.
David Maigret (CRD# 2696732) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 27 years of experience in the finance industry.
Donovan Martucci (CRD# 7684529) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
Jake Mizrahi (CRD# 7686781) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has 1 year of experience in the finance industry.
Hannah Moss (CRD# 7250660) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 3 years of experience in the finance industry.
Alec Perschon (CRD# 7683039) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
Craig Petrassi (CRD# 2731212) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 2 years of experience in the finance industry.
Gordon Reynolds (CRD# 1852906) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Tucson, AZ and has over 25 years of experience in the finance industry.