AdFi
KA

Kestra Advisory Services, LLC

SEC Registered
Austin, TX8445537872
Assets Under Management
$25B+
Office Locations
26 offices
Total Accounts
192439

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

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

Leadership

Michael Ross Pedlow
EVP, CHIEF COMPLIANCE OFFICER
Inc. Kestra Financial
MANAGING MEMBER
Inc Kestra Advisor Services Holdings C
OWNER
Inc Kestra Advisor Services Holdings B
OWNER
Inc Kestra Advisor Services Holdings A
OWNER
Joel Van Bennett
SVP, CHIEF FINANCIAL OFFICER
Mark Paul Schoenbeck
EVP, NATIONAL SALES DIRECTOR
Kristen Lawless Chester
CHIEF OPERATING OFFICER
L.p. Kingfisher Holding
OWNER
Inc. Kingfisher Holding B
OWNER
Inc. Kingfisher Holding A
OWNER
L.p. Warburg Pincus Financial Sector
LIMITED PARTNER
Llc Kingfisher Holding Gp
GENERAL PARTNER
Stephen Russell Langlois
PRESIDENT
John Vincent Amore
EVP, WEALTH MANAGEMENT
Mark Paul Schoenbeck
EVP, NATIONAL SALES DIRECTOR

Office locations

26 offices in 16 states
TX
AustinHQ
NC
Charlotte
CA
Encino
NY
Pt. Jefferson
MD
Timonium
NJ
Fairfield
NJ
Paramus
KS
Wichita
MI
Kalamazoo
MD
Bethesda
PA
Pittsburgh
TX
Dallas
VT
South Burlington
MN
Plymouth
IL
Nashville
NY
New York
MD
Timonium
NY
Kings Park
TX
Tyler
IL
Burr Ridge
TX
Austin
AZ
Phoenix
KY
Louisville
MD
Frederick
FL
Orlando
IN
Fort Wayne

Advisors at this firm

Showing 100 of 1427

Thomas Eric Dunn
Investment Adviser Representative
Dual-registered
Carl Pultz Flanagan III
Investment Adviser Representative
Dual-registered
Gary Steven Melnick
Investment Adviser Representative
Dual-registered
Kathleen Wyble Graham
Investment Adviser Representative
Dual-registered
Jeffrey Alan Brown
Investment Adviser Representative
Dual-registered
Russel Joseph Sands
Investment Adviser Representative
Dual-registered
Glenn Jay Hansen
Investment Adviser Representative
Dual-registered
Joseph William Moyer
Investment Adviser Representative
Dual-registered
Konstantinos Kostakis
Investment Adviser Representative
Dual-registered
Timothy Lee Cope
Investment Adviser Representative
Dual-registered
Kevin James Bates
Investment Adviser Representative
Dual-registered
Bruce Emery Carlson
Investment Adviser Representative
Dual-registered
Timothy James Congleton
Investment Adviser Representative
Dual-registered
Gregory Ward Day
Investment Adviser Representative
Dual-registered
Michael Ian Tievy
Investment Adviser Representative
Dual-registered
James William Duclos
Investment Adviser Representative
Dual-registered
Richard Willdon Barnes
Investment Adviser Representative
Dual-registered
John Francis Dodds
Investment Adviser Representative
Dual-registered
George David Alexander
Investment Adviser Representative
Dual-registered
Gary Joseph Delorenzo
Investment Adviser Representative
Dual-registered
Hance Stanley Evans
Investment Adviser Representative
Dual-registered
Nancy Jo Hayes
Investment Adviser Representative
Dual-registered
Donald Jay Settina
Investment Adviser Representative
Dual-registered
Altair Miro Gobo
Investment Adviser Representative
Dual-registered
Nicholas Mark Ellis
Investment Adviser Representative
Dual-registered
Lawrence John Ganim
Investment Adviser Representative
Dual-registered
Richard Carey Lynch Jr
Investment Adviser Representative
Dual-registered
Mark Sindrich
Investment Adviser Representative
Dual-registered
Mitchell Carter Laughton
Investment Adviser Representative
Dual-registered
Richard Evan Zacharoff
Investment Adviser Representative
Dual-registered
John Malcomb Massey
Investment Adviser Representative
Dual-registered
Susan Clayton Moore
Investment Adviser Representative
Dual-registered
Thomas Earl Wilson
Investment Adviser Representative
Dual-registered
Karen Shaw Cunningham
Investment Adviser Representative
Dual-registered
Kittredge Lee Griffin
Investment Adviser Representative
Dual-registered
John Charles O'Keeffe
Investment Adviser Representative
Dual-registered
Anthony Paul Locascio
Investment Adviser Representative
Dual-registered
Robert Lawrence Pessell
Investment Adviser Representative
Dual-registered
Stephen Cutler Arnold
Investment Adviser Representative
Dual-registered
Robert Parsons Burns
Investment Adviser Representative
Dual-registered
Craig Gary Richman
Investment Adviser Representative
Dual-registered
William Marc Ozburn
Investment Adviser Representative
Dual-registered
Thomas Edward Nickol
Investment Adviser Representative
Dual-registered
William Blake Nelson
Investment Adviser Representative
Dual-registered
James John Cronin
Investment Adviser Representative
Dual-registered
Leslie A Evans-Dunn
Investment Adviser Representative
Dual-registered
Jonathan Scott Peters
Investment Adviser Representative
Dual-registered
Edward Alan Davies
Investment Adviser Representative
Dual-registered
David Paul Allen
Investment Adviser Representative
Dual-registered
Rollin Gilbert Schuster Jr
Investment Adviser Representative
Dual-registered
Nina Sue Preston
Investment Adviser Representative
Dual-registered
Patrick Stephen Williams
Investment Adviser Representative
Dual-registered
Philip Carl Henry
Investment Adviser Representative
Dual-registered
Thomas Michael Surowka
Investment Adviser Representative
Dual-registered
David James Bugos
Investment Adviser Representative
Dual-registered
Brian Patrick Kinney
Investment Adviser Representative
Dual-registered
Joseph Anthony Jiovenetta
Investment Adviser Representative
Dual-registered
James Lance Weimar Jr
Investment Adviser Representative
Dual-registered
Robert James Miller
Investment Adviser Representative
Dual-registered
Walter Newton Allen
Investment Adviser Representative
Dual-registered
Robert Thomas Armstrong Jr
Investment Adviser Representative
Dual-registered
William John Braun
Investment Adviser Representative
Dual-registered
Matthew John Larmann
Investment Adviser Representative
Dual-registered
Michael Lance Phillips
Investment Adviser Representative
Dual-registered
Jeffrey William Tegeler
Investment Adviser Representative
Dual-registered
Michael Anthony Dinardo
Investment Adviser Representative
Dual-registered
Frank Salvatore Lovaglio
Investment Adviser Representative
Dual-registered
Elizabeth Jeanne Moeller
Investment Adviser Representative
Dual-registered
Philip Jordan Olstein
Investment Adviser Representative
Dual-registered
Susan Joan Forman
Investment Adviser Representative
Dual-registered
Michael Edward Hanley
Investment Adviser Representative
Dual-registered
Clifford Louis Giles
Investment Adviser Representative
Dual-registered
Stuart Wayne Benjamin
Investment Adviser Representative
Dual-registered
Mary Jane Callaghan
Investment Adviser Representative
Dual-registered
Tom Howard Cates
Investment Adviser Representative
Dual-registered
Richard Lee Yontz
Investment Adviser Representative
Dual-registered
David Allan Marcus
Investment Adviser Representative
Dual-registered
Richard Dean Banziger
Investment Adviser Representative
Dual-registered
Henry Benjamin Coker III
Investment Adviser Representative
Dual-registered
William Elliott King
Investment Adviser Representative
Dual-registered
Michael Andrew Vitkansas
Investment Adviser Representative
Dual-registered
Cheryl L. Casey
Investment Adviser Representative
Dual-registered
Richard David Swanson
Investment Adviser Representative
Dual-registered
Christopher Brian Szem
Investment Adviser Representative
Dual-registered
Scott Martin Lomes
Investment Adviser Representative
Dual-registered
Henry Raymond Conkle
Investment Adviser Representative
Dual-registered
Gary Rene Sagarnaga
Investment Adviser Representative
Dual-registered
Ben Kronish
Investment Adviser Representative
Dual-registered
John Alan Anderson Jr
Investment Adviser Representative
Dual-registered
Dolores Ann White
Investment Adviser Representative
Dual-registered
Thomas Savone
Investment Adviser Representative
Dual-registered
Robert Stephen Loeb
Investment Adviser Representative
Dual-registered
Richard McKaig Webb
Investment Adviser Representative
Dual-registered
Gerard Thomas Papetti
Investment Adviser Representative
Dual-registered
Kenneth Dale Anderson
Investment Adviser Representative
Dual-registered
Samuel Francis Wishon
Investment Adviser Representative
Dual-registered
Leigh Sandra Harter
Investment Adviser Representative
Dual-registered
Gerald Howard Denney Jr
Investment Adviser Representative
Dual-registered
Steven Lynn Spong
Investment Adviser Representative
Dual-registered
David Keith Sebastian
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#283330
SEC Number
801-56126
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of September 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kestra Advisory Services, LLC 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 the SEC or FINRA websites before making any decision.

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.

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Kestra Advisory Services in Austin, TX - Fees & Services