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Financial ADVSR advisor directory · SEC adviser records

Kestra Private Wealth Services, LLC financial advisors in Sewickley, PA

Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in Sewickley, A to Z.

The short answer

8 registered advisors work at Kestra Private Wealth Services, LLC in Sewickley, out of 184 at the firm nationwide; it ranks number 13 in the city by advisors. 4 list the CFP designation and 7 are also registered broker representatives.

Kestra Private Wealth Services, LLC advisors in Sewickley, A to Z

Every Kestra Private Wealth Services, LLC advisor →

Kestra Private Wealth Services, LLC advisors in every city and 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 advisors in other cities

Austin, TX 61San Diego, CA 7Salt Lake City, UT 6Greenville, SC 5Cranston, RI 4Melbourne, FL 4Ogden, UT 4Roswell, GA 4Sandusky, OH 4Zanesville, OH 4Arlington, VA 3Auburn Hills, MI 3Blackshear, GA 3Bloomfield Hills, MI 3Burlington, MA 3

Other firms in Sewickley

All Sewickley advisors →

Morgan Stanley 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 25RBC Capital Markets, LLC 25Bill Few Associates, Inc. 19LPL Financial LLC 19Stratos Wealth Partners, Ltd. 17Fragasso Wealth Advisors 15UBS Financial Services Inc. 11Ameriprise Financial Services, LLC 9Osaic Wealth, Inc. 9Wells Fargo Clearing Services, LLC 9Fifth Third Wealth Advisors LLC 8

Questions

How many financial advisors does Kestra Private Wealth Services, LLC have in Sewickley?

8 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Sewickley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 184 nationwide. 4 list the CFP designation and 7 are also registered as broker representatives.

Is Kestra Private Wealth Services, LLC one of the largest advisor employers in Sewickley?

Kestra Private Wealth Services, LLC ranks number 13 in Sewickley by registered advisors; Morgan Stanley has the most, with 34.

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

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