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Financial ADVSR advisor directory · SEC adviser records

Kestra Private Wealth Services, LLC financial advisors in New Jersey

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

The short answer

4 registered advisors work at Kestra Private Wealth Services, LLC in New Jersey, out of 184 nationwide; it's the firm's number 12 state by advisors, and the most are in Colts Neck (1). 1 list the CFP designation and 4 are also registered broker representatives.

Kestra Private Wealth Services, LLC advisors by city in New Jersey

Every firm in New Jersey →

Colts Neck 1Mahwah 1Montclair 1Red Bank 1

Kestra Private Wealth Services, LLC advisors in New Jersey, A to Z

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

Kestra Private Wealth Services, LLC in other states

Texas 67Ohio 14California 12Georgia 12Utah 12Florida 10Pennsylvania 9Michigan 6Virginia 6North Carolina 5South Carolina 5Rhode Island 4Arizona 3Massachusetts 3Missouri 3New York 3

Questions

How many Kestra Private Wealth Services, LLC financial advisors are in New Jersey?

4 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 184 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Where in New Jersey does Kestra Private Wealth Services, LLC have the most advisors?

Colts Neck, with 1, then Mahwah (1). Kestra Private Wealth Services, LLC has advisors in 4 cities in New Jersey.

How do I check a Kestra Private Wealth Services, LLC advisor in New Jersey?

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 Private Wealth Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.