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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Port Jefferson, NY

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

The short answer

14 registered advisors work at Kestra Advisory Services, LLC in Port Jefferson, out of 1,312 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 13 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Port Jefferson, 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 417Fairfield, NJ 13Fort Worth, TX 12Pittsburgh, PA 11Denver, CO 10Freehold, NJ 10Tyler, TX 10Dallas, TX 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8Boca Raton, FL 8Encino, CA 8Burr Ridge, IL 7

Other firms in Port Jefferson

All Port Jefferson advisors →

Wells Fargo Clearing Services, LLC 14Citigroup Global Markets Inc. 8Morgan Stanley 8LPL Financial LLC 4Cetera Investment Advisers LLC 3Edward Jones 3St. James Investment Advisors, LLC 3

Questions

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

14 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Port Jefferson, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 3 list the CFP designation and 13 are also registered as broker representatives.

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

Kestra Advisory Services, LLC ranks number 1 in Port Jefferson by registered advisors, ahead of Wells Fargo Clearing Services, LLC (14).

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

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.