Adviser and broker representative · Kestra Advisory Services, LLC
Owen D. Freeman-Daniels
CRD 4487133 · W. Springfield, MA
At a glance
Owen D. Freeman-Daniels is an investment adviser representative with Kestra Advisory Services, LLC in W. Springfield, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Owen’s SEC record dates to 2016, about 10 years ago. Owen is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst.
Current advisory firm
- Kestra Advisory Services, LLCSince May 2016W. Springfield, MA · $80B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Owen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.