Kestra Advisory Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

283330

SEC number

801-56126

Firm type

RIA

Assets under management

$79.8B as of Jun 22, 2026

Website

twitter.com/KESTRAFINANCIAL ↗

Phone

8445537872

Address

5707 Southwest Parkway, Austin, TX, 78735

Advisors at this firm

1,019 in our index · page 15 of 21

• Dakota D NiedermeierCRD 7184789 · Timonium, MD
  IA RegisteredBroker
• Brian Lee NieuwlandtCRD 5247006 · Fort Wayne, IN
  IA RegisteredBroker
• Rody Medardo NunezCRD 7334096 · Bethesda, MD
  IA RegisteredBroker
• Daniel O'connorCRD 7365757 · Pittsburgh, PA
  IA RegisteredBroker
• John Charles O'keeffeCRD 1163872 · Fairfield, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Phoebe O'keeffeCRD 8003239 · Austin, TX
  IA RegisteredBroker
• Heidi Lee OakleyCRD 6368253 · Tuscon, AZ
  IA RegisteredBroker
• Sean Francis ObrienCRD 2289334 · Holmdel, NJ
  IA RegisteredBroker
• Scott Dittmar OehrleCRD 2142657 · Pittsburgh, PA
  IA RegisteredBroker
• Wendy K. OliverCRD 4576530 · Tucson, AZ
  IA RegisteredBroker
• Ray Ryan OlsonCRD 3125979 · Richmond, VA
  IA RegisteredBroker
• Philip Jordan OlsteinCRD 1303035 · Ocala, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael OrleansCRD 4639551 · Bethesda, MD
  IA RegisteredBroker
• William Marc OzburnCRD 1194997 · Fort Mill, SC
  IA RegisteredBroker
• Gregory Steven OchineroCRD 6726297 · La Jolla, CA
  IA RegisteredBroker
• Chelsea PaddockCRD 6141252 · Covington, IN
  IA RegisteredBroker
• Dennis Leroy PageCRD 2376460 · Springfield, MO
  IA RegisteredBroker
• Debra Ann PalaciosCRD 4178183 · Houston, TX
  IA RegisteredBroker
• Brandi Tenille PalermoCRD 4389280 · Boston, MA
  IA RegisteredBroker
• John Keith PalladinoCRD 5475717 · San Mateo, CA
  IA RegisteredBroker
• Grayson Brooks PalmerCRD 6216477 · Waco, TX
  IA RegisteredBroker
• Alexander Michael PanasCRD 2249803 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Karl PankaskieCRD 5008576 · Tukwila, WA
  IA RegisteredBroker
• Adam David PaoliCRD 4989821 · Elmhurst, IL
  IA RegisteredBroker
• Thomas C. ParonCRD 2112510 · Southbury, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeremy Chad PatinCRD 4174962 · Crowley, LA
  IA RegisteredBroker
• Jason Colin PatrickCRD 5001982 · Newport Beach, CA
  IA RegisteredBroker
• Michael Ross PedlowCRD 4871563 · Austin, TX
  IA RegisteredBroker
• David Rohdin PeerboomCRD 5766856 · Wyoming, MI
  IA RegisteredBroker
• Jennifer Ann PenaCRD 6540869 · Littleton, CO
  IA RegisteredBroker
• Marty Lee PereiraCRD 4599187 · Burr Ridge, IL
  IA RegisteredBroker
• Brian Christopher PerkinsCRD 5239739 · Charlotte, NC
  IA RegisteredBroker
• Jonathan Scott PetersCRD 1204403 · Ridgewood, NJ
  IA RegisteredBroker
• Michael Lance PhillipsCRD 1283402 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• John William PinkCRD 2850093 · Wappingers Falls, NY
  IA RegisteredBroker
• Page Grant PittmanCRD 5640735 · Oldsmar, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Alfred Joseph PolizzottoCRD 2808987 · Freehold, NJ
  IA RegisteredBroker
• Jeremy Arnold PomerCRD 5708761 · San Jose, CA
  IA RegisteredBroker
• Clayton Drew PondCRD 6326553 · Alpharetta, GA
  IA RegisteredBroker
• Jonathan Marshall PopeCRD 4582704 · Royal Oak, MI
  IA RegisteredBroker
• Monisha Leigh PotterCRD 4887189 · Westport, MA
  IA RegisteredBroker
• Nina Sue PrestonCRD 1213091 · Troy, MI
  IA RegisteredBroker
• Andrew Hall PrevostCRD 2620102 · Bethesda, MD
  IA RegisteredBroker
• Ashby Woody PriceCRD 4608596 · Richmond, VA
  IA RegisteredBroker
• David Keith PropesCRD 4970154 · Holly Springs, NC
  IA RegisteredBroker
• Thomas Green ProthroCRD 5204818 · Tyler, TX
  IA RegisteredBroker
• Eric Donato PucciarelliCRD 5130128 · Alpharetta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Willard Louis PughCRD 1757428 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig PaisCRD 6339834 · New York, NY
  IA Registered
• Alexander PaslayCRD 6520973 · Woodstock, GA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.