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
John Perillo (CRD# 2544845) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 28 years of experience in the finance industry.
Austin Portelance (CRD# 6788026) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 5 years of experience in the finance industry.
Brandi Pugh (CRD# 4470470) 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.
Howard Reizun (CRD# 2072644) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Montclair, NJ and has over 24 years of experience in the finance industry.
James Rivers (CRD# 3123984) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 25 years of experience in the finance industry.
Kimberly Rubenstein (CRD# 5033263) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chesterfield, MO and has over 18 years of experience in the finance industry.
Jason Ruel (CRD# 5722114) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Burlington, MA and has over 14 years of experience in the finance industry.
Matthew Rykulski (CRD# 4826291) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Auburn Hills, MI and has over 19 years of experience in the finance industry.
Scott Sade (CRD# 1069305) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 41 years of experience in the finance industry.
Enriquez Sanchez (CRD# 1918254) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 20 years of experience in the finance industry.