Hannah
Moss
Kestra Private Wealth Services, LLC
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About this Advisor
Hannah Moss is a financial advisor working out of San Diego, California with 1 year of industry experience. Moss is an advisor for Kestra Private Wealth Services, LLC. During their career, the advisor has held roles at Otay Ranch High School, University Of Redlands, Southwestern College, University Of California San Diego, Hollister Co, Starbucks Coffee Company, Phoenix LTD, Snooze An A.M. Eatery, Sweetwater Union High School District, Lpl Financial LLC, Haug Wealth Management, Kestra Investment Services Inc and Kestra Private Wealth Services. Moss holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Kestra Private Wealth Services, LLC is a firm operating out of Austin, TX. It has offices in 42 locations and a total of 119 people on staff. It has $5 billion in total assets across its 14,374 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 15 charitable organizations. Of its 14,374 accounts, 23% belong to high-net-worth clients who have at least $1 million in assets available to invest. Kestra Private Wealth Services, LLC provides a broad assortment 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. Financial management fees typically depend on which service is offered. However, fee types billed by Kestra Private Wealth Services, LLC likely are comprised of 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
Hannah Moss Work History
Hannah has been registered as a financial advisor for 1 years.*
Kestra Investment Services Inc
Kestra Private Wealth Services
Lpl Financial LLC
Haug Wealth Management
Sweetwater Union High School District
University Of California San Diego
Snooze An A.M. Eatery
Phoenix LTD
Southwestern College
University Of Redlands
Starbucks Coffee Company
University Of Redlands
University Of Redlands
Hollister Co
Otay Ranch High School
*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 Hannah Moss 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
Austin, TX
Brea, CA
Brea, CA
Huntersville, NC
Austin, TX
Austin, TX
Huntersville, NC
Clinton, MT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
