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
Nelson Lutz (CRD# 4871410) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 19 years of experience in the finance industry.
Craig Martucci (CRD# 3056333) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 25 years of experience in the finance industry.
Eugene McCarthy (CRD# 3060295) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 25 years of experience in the finance industry.
Robert McCullough (CRD# 2721144) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Perry, GA and has over 27 years of experience in the finance industry.
Benjamin McDonald (CRD# 6509675) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 8 years of experience in the finance industry.
Tyler McKean (CRD# 5666746) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Toledo, OH and has over 13 years of experience in the finance industry.
Benji McLeod (CRD# 4212367) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Roswell, GA and has over 23 years of experience in the finance industry.
David Mizrahi (CRD# 704712) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 44 years of experience in the finance industry.
Alexander Monroe (CRD# 6186893) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Plano, TX and has over 8 years of experience in the finance industry.
Ricardo Montejano (CRD# 1275284) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Clinton, MT and has over 39 years of experience in the finance industry.