Amir
Dadabhoy
Kestra Private Wealth Services, LLC
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About this Advisor
Amir Dadabhoy is a financial advisor working out of Huntersville, North Carolina. Dadabhoy is on the advisory team at Kestra Private Wealth Services, LLC. During their career, Dadabhoy has held roles at Morgan Stanley Smith Barney, Bgw Wealth Advisors, LLC, Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Dadabhoy has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and North Carolina. Kestra Private Wealth Services, LLC is a registered investment firm based out of Austin, TX. The firm has offices in 42 locations and a total of 119 advisors. It manages $5 billion in total assets among its 14,374 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 14,374 client accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. Kestra Private Wealth Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Kestra Private Wealth Services, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Amir Dadabhoy Work History
Amir has been registered as a financial advisor for 0 years.*
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Bgw Wealth Advisors, LLC
Bgw Wealth Advisors, LLC
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amir Dadabhoy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Private Wealth Services, LLC
Brea, CA
Austin, TX
Brea, CA
Huntersville, NC
Austin, TX
San Diego, CA
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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