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).

Current Firm Details
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735
https://www.youtube.com/channel/ucypenqpu-1_mr7pgzsv47cg
By the Numbers
  • Total Assets Under Management
    7,300
    MILLION
  • Total Number of Accounts
    21,652
    ACCOUNTS
  • Average Account Value
    $337,139
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
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 Private Wealth Services, LLC
Showing 141 - 146 of 146 top financial advisors.
141
Nicholas Riotto, financial advisor Austin TX
Nicholas R. Riotto
CRD#: 7471659
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Nicholas Riotto (CRD# 7471659) 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.

142
Lauren Sweat, financial advisor Waycross GA
Lauren F. Sweat
CRD#: 7622277
102 Lee Ave, Waycross, GA 31501

Lauren Sweat (CRD# 7622277) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Waycross, GA and has 1 year of experience in the finance industry.

143
Matthew Tuten, financial advisor Blackshear GA
Matthew S. Tuten
CRD#: 7337881
102 Lee Ave, Blackshear, GA 31516

Matthew Tuten (CRD# 7337881) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Blackshear, GA and has 1 year of experience in the finance industry.

144
Gerald Ursrey, financial advisor Ponte Vedra Beach FL
Gerald L. Ursrey
CRD#: 2554203
180 Library Blvd, Suite 102, Ponte Vedra Beach, FL 32082

Gerald Ursrey (CRD# 2554203) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ponte Vedra Beach, FL and has over 22 years of experience in the finance industry.

145
Gray Way, financial advisor Perry GA
Gray Way
CRD#: 7726560
902 Northside Dr, Perry, GA 31069

Gray Way (CRD# 7726560) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Perry, GA and has 1 year of experience in the finance industry.

146
Christopher Wysong, financial advisor Waycross GA
Christopher P. Wysong
CRD#: 7613118
102 Lee Avenue, Waycross, GA 31501

Christopher Wysong (CRD# 7613118) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Waycross, GA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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