AdFi
AR

Avraham Roberts

Investment Adviser Representative at Kestra Advisory Services, LLC

Chesterfield, MOCRD #7667727Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Avraham Roberts is an investment adviser representative with Kestra Advisory Services, LLC in Chesterfield, MO, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri.

Office

15455 Conway Road, Suite 350
Chesterfield, MO 63017

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri
Broker:
1 state or territory

Missouri

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/23/2023
Series 7
General Securities Representative Examination
Passed 1/26/2023
SIE
Securities Industry Essentials Examination
Passed 12/22/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Kestra Advisory Services, LLCCurrent
9/15/2025 – Chesterfield, MO
Merrill Lynch, Pierce, Fenner & Smith Incorporated
3/14/2023 – 9/4/2025Clayton, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ignite YP inc
    Aug 2018 – Nov 2022Saint Louis, MO
  2. Shaarei Chessed
    Apr 2016 – Aug 2018Saint Louis, MO
  3. Epstein Hebrew Academy
    Sep 2017 – Jun 2018Saint Louis, MO
  4. Colorado Technical Unioversity
    Aug 2018 – Feb 2020Colorado Springs, CO
  5. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Nov 2022 – Sep 2025Saint Peters, MO
  6. Bank of America N.A.
    Dec 2022 – Sep 2025Saint Peters, MI
  7. Kestra Investment Services, LLC
    Sep 2025 – no end date reportedChesterfield, MO
  8. Kestra Advisory Services, LLC
    Sep 2025 – no end date reportedChesterfield, MO

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Kestra Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.025

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,427
Offices listed on AdvisorFinder:
26
Main office:
Austin, TX
SEC file number:
801-56126

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 22, 2026

View full firm profile

Other advisors at Kestra Advisory Services, LLC

Showing 12 of 1,427 in the directory

View Kestra Advisory Services, LLC firm profile

Similar advisors in Chesterfield, MO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Avraham Roberts has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Avraham Roberts (Kestra Advisory Services) - Advisor Profile