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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Boston, MA

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

4 registered advisors work at Kestra Advisory Services, LLC in Boston, out of 1,429 at the firm nationwide; it ranks number 122 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

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

Every Kestra Advisory Services, LLC advisor →

Kestra Advisory Services, LLC advisors in every city and 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 advisors in other cities

Austin, TX 452Port Jefferson, NY 16Fairfield, NJ 13Fort Worth, TX 13Pittsburgh, PA 11Dallas, TX 10Denver, CO 10Freehold, NJ 10Tyler, TX 10Boca Raton, FL 9Encino, CA 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8

Other firms in Boston

All Boston advisors →

Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53

Questions

How many financial advisors does Kestra Advisory Services, LLC have in Boston?

4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is Kestra Advisory Services, LLC one of the largest advisor employers in Boston?

Kestra Advisory Services, LLC ranks number 122 in Boston by registered advisors; Morgan Stanley has the most, with 347.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.