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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Massachusetts, by city and A to Z.

28 registered advisors work at Kestra Advisory Services, LLC in Massachusetts, out of 1,312 nationwide; it's the firm's number 11 state by advisors, and the most are in Boston (4). 8 list the CFP designation and 28 are also registered broker representatives.

Kestra Advisory Services, LLC advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 4Northampton 3Norwell 3Amherst 2Hingham 2W. Springfield 2Westwood 2Williamstown 2Worcester 2Chicopee 1Sharon 1Shrewsbury 1West Boylston 1West Springfield 1Westport 1

Kestra Advisory Services, LLC advisors in Massachusetts, A to Z

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Kestra Advisory Services, LLC advisors in every state →Kestra Advisory Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →

Kestra Advisory Services, LLC in other states

Texas 508New Jersey 66New York 66Florida 64Pennsylvania 63California 57Maryland 41Illinois 37Ohio 30Arizona 28Michigan 28Colorado 27Minnesota 27North Carolina 23Connecticut 21Virginia 21Georgia 19Indiana 17South Carolina 15Missouri 14Tennessee 13Wisconsin 13Alabama 11Kansas 10Washington 10Kentucky 6Iowa 5Louisiana 5Vermont 5Mississippi 4New Hampshire 4New Mexico 4Arkansas 3Nebraska 3Nevada 3Oklahoma 3Rhode Island 3

Questions

How many Kestra Advisory Services, LLC financial advisors are in Massachusetts?

28 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 at the firm nationwide. 8 list the CFP designation and 28 are also registered as broker representatives.

Where in Massachusetts does Kestra Advisory Services, LLC have the most advisors?

Boston, with 4, then Northampton (3). Kestra Advisory Services, LLC has advisors in 15 cities in Massachusetts.

How do I check a Kestra Advisory Services, LLC advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kestra Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.