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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in New York

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

The short answer

67 registered advisors work at Kestra Advisory Services, LLC in New York, out of 1,312 nationwide; it's the firm's number 3 state by advisors, and the most are in Port Jefferson (17). 12 list the CFP designation and 60 are also registered broker representatives.

Kestra Advisory Services, LLC advisors by city in New York

Every firm in New York →

Port Jefferson 17Williamsville 5Kings Park 4Armonk 3New York 3Bay Shore 2Elmsford 2Endwell 2Huntington 2Smithtown 2Bellmore 1Bronx 1Central Square 1Chappaqua 1Clay 1Clifton Park 1Florida 1Hauppauge 1Hewlett 1Huntington Station 1Jackson Heights 1Katonah 1Lockport 1Manorville 1Miller Place 1Mt Kisco 1New York City 1Newburgh 1Ossining 1Port Jefferson Stn 1Rochester 1Rockville Centre 1Suite 490 1Utica 1

Kestra Advisory Services, LLC advisors in New York, 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 66Florida 64Pennsylvania 63California 57Maryland 41Illinois 37Ohio 30Arizona 28Massachusetts 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 New York?

67 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 at the firm nationwide. 12 list the CFP designation and 60 are also registered as broker representatives.

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

Port Jefferson, with 17, then Williamsville (5). Kestra Advisory Services, LLC has advisors in 34 cities in New York.

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

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.