Chief Financial Officer · Kestra Advisory Services, LLC
Scott M. Zegers
CRD 4831659 · Named on Form ADV at 5 SEC-registered advisers
At a glance
Kestra Advisory Services, LLC, an SEC-registered wealth manager based in Austin, TX with $79.8 billion in regulatory assets, lists Scott M. Zegers on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Scott at 4 other registered advisers.
Firms and roles
- Kestra Advisory Services, LLCChief Financial OfficerWealth manager · Austin, TX · $80B in regulatory assets
- Kestra Private Wealth Services, LLCChief Financial OfficerWealth manager · Austin, TX · $13B in regulatory assets
- Bluespring Wealth Management, LLCChief Financial OfficerWealth manager · Austin, TX · $5.4B in regulatory assets
- Kestra Investment Management, LLC.Chief Financial OfficerAsset manager · Austin, TX · $4.3B in regulatory assets
- Kestra Institutional Services, LLCChief Financial OfficerAsset manager · Austin, TX · $0M in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 5 firmsLocked
- Control-person status
- 5 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (15)
- Yin YinController, Kestra Advisory Services, LLC
- Michael R. PedlowEVP, Chief Compliance Officer, Kestra Advisory Services, LLC
- Mark P. SchoenbeckEVP, Advisor Engagement, Kestra Advisory Services, LLC
- John V. AmorePresident, Kestra Advisory Services, LLC
- Jean-Luc DupontHead of Cybersecurity and Technology Risk, Kestra Advisory Services, LLC
10 more people named with Scott on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.