Steven
Heifetz

Kestra Advisory Services, LLC

CRD#2025743
Investment Advisor
in Denver, CO
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About this Advisor

Steven Heifetz is a certified financial planner located in Denver, Colorado. Currently a registered financial advisor at Kestra Advisory Services, LLC, they have gathered a notable 34 years of work experience. Heifetz has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Heifetz is able to work with investors based out of Colorado. Their career trajectory has included roles at Texas Instruments, Partners Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is based out of Denver, Colorado, and has 513 locations across the nation. In total, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 accounts and employs more than 1,231 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

34 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1490 S. Pearl
Denver, CO 80210

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

CO Average: $3,042,739,679
Total Number of Employees

1,291

CO Average: 49
Total Number of Accounts

81,360

CO Average: 2,315
Average Account Size

$267,280

CO Average: $1,314,358

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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
  • Pension consulting services
  • Selection of other advisers

Steven Heifetz Work History

Steven has 34 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

1984 - Present (35 years)

Texas Instruments

1999 - 2016 (17 years)

Partners Securities, Inc

Disclosures

Steven Heifetz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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