Keith
Brandt

Kestra Private Wealth Services, LLC

CRD#1130422
Investment Advisor
in San Diego, CA
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About this Advisor

Keith Brandt is a certified financial planner in San Diego, California. Currently a registered advisor at Kestra Private Wealth Services, LLC, they have accrued a notable 35 years of experience in the financial advisory industry. Brandt has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Brandt is able to work with customers based out of California. Throughout their career, Brandt has worked at Kestra Financial, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Lpl Financial, LLC. Kestra Private Wealth Services, LLC is based out of San Diego, California, and operates out of 20 other offices in the country. As an advisory firm, Kestra Private Wealth Services, LLC oversees $1 billion in assets throughout 4,579 client accounts and employs more than 46 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 4,409 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 35% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Kestra Private Wealth Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

35 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3570 Carmel Mountain Road Ste 150
San Diego, CA 92130

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$1,409,491,489

CA Average: $7,578,581,321
Total Number of Employees

46

CA Average: 43
Total Number of Accounts

4,579

CA Average: 3,727
Average Account Size

$307,816

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Keith Brandt Work History

Keith has 35 years of experience.

2014 - Present (5 years)

Kestra Financial, Inc

2012 - 2014 (2 years)

Lpl Financial, LLC

2012 - Present (7 years)

Kestra Financial, Inc

1983 - 2012 (29 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Keith Brandt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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