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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Williamsville, NY

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

The short answer

4 registered advisors work at Kestra Advisory Services, LLC in Williamsville, out of 1,312 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Williamsville, 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 417Port Jefferson, NY 14Fairfield, 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 8

Other firms in Williamsville

All Williamsville advisors →

Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Morgan Stanley 28Osaic Wealth, Inc. 25RBC Capital Markets, LLC 21Wells Fargo Clearing Services, LLC 21Wny Asset Management, LLC 21Ameriprise Financial Services, LLC 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13

Questions

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

4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Kestra Advisory Services, LLC ranks number 19 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.

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

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.