Kestra Private Wealth Services, LLC

Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $4,480,017,320 in 14,374 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,480
    MILLION
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $311,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Kestra Private Wealth Services, LLC
Showing 1 - 10 of 147 top financial advisors.
1
Kelly C. Almonte
CRD#: 4796791
1000 Chapel View Blvd, Suite 200, Cranston, RI 02920

Kelly Almonte (CRD# 4796791) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 17 years of experience in the finance industry.

2
Amber C. Andregg
CRD#: 5623423
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Amber Andregg (CRD# 5623423) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 13 years of experience in the finance industry.

3
Amy V. Babbel
CRD#: 5161192
6340 South 3000 East, Suite 350, Salt Lake City, UT 84121

Amy Babbel (CRD# 5161192) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 13 years of experience in the finance industry.

4
Gary J. Baker
CRD#: 3067322
657 Spirit Airpark West Drive, Suite 104, Chesterfield, MO 63005

Gary Baker (CRD# 3067322) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chesterfield, MO and has over 24 years of experience in the finance industry.

5
Eddie C. Barber
CRD#: 2313762
6340 South 3000 East, Suite 350, Salt Lake City, UT 84121

Eddie Barber (CRD# 2313762) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 30 years of experience in the finance industry.

6
Jannine M. Barbosa
CRD#: 4723222
90 Crystal Run Road, Suite 101, Middletown, NY 10941

Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 17 years of experience in the finance industry.

7
Robert M. Bartenstein
CRD#: 2503260
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Robert Bartenstein (CRD# 2503260) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 29 years of experience in the finance industry.

8
Steven A. Battel
CRD#: 2505515
61 South Paramus Rd. Suite 285, Paramus, NJ 07652

Steven Battel (CRD# 2505515) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Paramus, NJ and has over 25 years of experience in the finance industry.

9
Jesse D. Bayarena
CRD#: 4129147
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Jesse Bayarena (CRD# 4129147) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 24 years of experience in the finance industry.

10
James A. Beal
CRD#: 3266608
102 Lee Avenue, Waycross, GA 31501

James Beal (CRD# 3266608) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Waycross, GA and has over 24 years of experience in the finance industry.

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